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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 | $238,500 | $133,981+78.0% | $112,249+112.5% | $134,532+77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.50% | 47.16%-49.7pp | 27.48%-30.0pp | 418.27%-420.8pp |
| Employer contribution / active EE | $13,000 | $4,040+221.8% | $3,636+257.5% | $4,741+174.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |