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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 | $116,307 | $100,203+16.1% | $85,240+36.4% | $145,897-20.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.15% | 84.28%-67.1pp | 66.75%-49.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $10,245 | $3,242+216.0% | $2,735+274.6% | $4,663+119.7% |
| Participant deferral / active EE | $15,740 | $5,299+197.1% | $4,527+247.7% | $6,689+135.3% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |