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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 | $139,978 | $109,411+27.9% | $89,435+56.5% | $158,982-12.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.55% | 345.68%-335.1pp | 245.55%-235.0pp | 302.99%-292.4pp |
| Employer contribution / active EE | $14,413 | $3,173+354.3% | $2,587+457.1% | $4,763+202.6% |
| Participant deferral / active EE | $5,343 | $4,600+16.2% | $3,890+37.3% | $5,983-10.7% |
| Admin fee / account holder | $246 | $6,159-96.0% | $4,884-95.0% | $11,252-97.8% |