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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 | $242,063 | $109,908+120.2% | $97,161+149.1% | $145,978+65.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.99% | 243.80%-229.8pp | 75.36%-61.4pp | 550.52%-536.5pp |
| Employer contribution / active EE | $10,976 | $3,077+256.7% | $2,723+303.0% | $4,662+135.4% |
| Participant deferral / active EE | $8,346 | $4,679+78.4% | $4,265+95.7% | $6,690+24.8% |
| Admin fee / account holder | $51 | $6,213-99.2% | $5,647-99.1% | $13,400-99.6% |