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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 | $235,418 | $111,535+111.1% | $105,223+123.7% | $137,256+71.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.00% | 237.85%-219.9pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,719 | $3,939+19.8% | $3,689+27.9% | $4,156+13.5% |
| Participant deferral / active EE | $21,620 | $5,500+293.1% | $5,072+326.3% | $6,407+237.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |