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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 | $30,975 | $173,397-82.1% | $135,987-77.2% | $145,877-78.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 13.75% | 1166.18%-1152.4pp | 580.01%-566.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $7,212 | $5,281+36.6% | $4,214+71.2% | $4,663+54.7% |
| Participant deferral / active EE | $16,111 | $8,710+85.0% | $7,027+129.3% | $6,691+140.8% |
| Admin fee / account holder | $79 | $9,663-99.2% | $6,716-98.8% | $13,402-99.4% |