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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 | $249,756 | $154,754+61.4% | $124,206+101.1% | $138,895+79.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.6%+5.4pp | 79.9%-4.9pp |
| Annual return | 16.47% | 709.28%-692.8pp | 515.27%-498.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $500 | $4,446-88.8% | $3,540-85.9% | $4,194-88.1% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $39 | $6,690-99.4% | $5,929-99.3% | $12,562-99.7% |