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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 | $242,369 | $154,193+57.2% | $130,045+86.4% | $139,466+73.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 32.51%-19.7pp | -137.30%+150.1pp | 373.66%-360.8pp |
| Employer contribution / active EE | $13,937 | $5,292+163.4% | $4,321+222.5% | $4,754+193.2% |
| Participant deferral / active EE | $10,321 | $6,709+53.9% | $5,820+77.3% | $6,712+53.8% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |