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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 | $225,916 | $88,710+154.7% | $81,783+176.2% | $145,959+54.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.60% | 1027.26%-1016.7pp | 775.05%-764.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,382 | $3,083-55.2% | $2,913-52.6% | $4,661-70.4% |
| Participant deferral / active EE | $15,744 | $4,645+239.0% | $4,320+264.4% | $6,689+135.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |