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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 | $154,271 | $82,314+87.4% | $68,808+124.2% | $134,532+14.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 46.61% | -2.18%+48.8pp | -6.37%+53.0pp | 418.27%-371.7pp |
| Employer contribution / active EE | $667 | $3,301-79.8% | $2,656-74.9% | $4,741-85.9% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |