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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 | $183,919 | $100,895+82.3% | $90,430+103.4% | $158,950+15.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.40% | 1725.54%-1713.1pp | 1293.73%-1281.3pp | 302.91%-290.5pp |
| Employer contribution / active EE | $6,828 | $3,689+85.1% | $3,262+109.3% | $4,762+43.4% |
| Participant deferral / active EE | $19,863 | $4,347+356.9% | $3,963+401.3% | $5,983+232.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |