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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,598 | $154,754+10.9% | $124,206+38.2% | $138,895+23.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.33% | 709.28%-689.0pp | 515.27%-494.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $24,374 | $4,446+448.2% | $3,540+588.5% | $4,194+481.1% |
| Participant deferral / active EE | $9,955 | $4,621+115.4% | $3,968+150.9% | $6,396+55.6% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |