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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 | $109,673 | $106,005+3.5% | $92,239+18.9% | $147,585-25.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.51% | 50.05%-22.5pp | 176.29%-148.8pp | 578.58%-551.1pp |
| Employer contribution / active EE | $26,150 | $4,333+503.5% | $3,680+610.7% | $4,876+436.3% |
| Participant deferral / active EE | $14,660 | $4,478+227.4% | $3,897+276.2% | $5,439+169.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |