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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 | $175,521 | $68,097+157.8% | $62,929+178.9% | $137,256+27.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.23% | 1859.11%-1839.9pp | 1063.93%-1044.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $6,269 | $2,811+123.0% | $2,505+150.3% | $4,156+50.8% |
| Participant deferral / active EE | $18,755 | $4,553+312.0% | $3,888+382.3% | $6,407+192.7% |
| Admin fee / account holder | $103 | $6,521-98.4% | $5,065-98.0% | $12,270-99.2% |