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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 | $149,297 | $109,967+35.8% | $97,197+53.6% | $145,877+2.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.07% | 244.27%-230.2pp | 75.47%-61.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $26,930 | $4,676+475.9% | $4,263+531.7% | $6,691+302.5% |
| Admin fee / account holder | $150 | $6,199-97.6% | $5,637-97.3% | $13,402-98.9% |