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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 | $161,312 | $104,953+53.7% | $84,637+90.6% | $152,909+5.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.35% | 373.94%-347.6pp | 258.82%-232.5pp | 345.46%-319.1pp |
| Employer contribution / active EE | $3,839 | $3,304+16.2% | $2,653+44.7% | $4,764-19.4% |
| Participant deferral / active EE | $20,518 | $4,691+337.4% | $3,900+426.1% | $5,851+250.7% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |