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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 | $181,896 | $125,193+45.3% | $105,591+72.3% | $145,978+24.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.11% | 225.53%-213.4pp | 116.43%-104.3pp | 550.52%-538.4pp |
| Employer contribution / active EE | $10,450 | $3,718+181.0% | $3,166+230.1% | $4,662+124.2% |
| Participant deferral / active EE | $35,281 | $5,708+518.1% | $5,008+604.4% | $6,690+427.4% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |