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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 | $51,146 | $146,267-65.0% | $197,124-74.1% | $82,448-38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 108.07% | 29.61%+78.5pp | 44.34%+63.7pp | 41.64%+66.4pp |
| Employer contribution / active EE | $8,968 | $4,723+89.9% | $6,227+44.0% | $2,551+251.5% |
| Participant deferral / active EE | $14,981 | $7,035+113.0% | $9,135+64.0% | $4,139+261.9% |
| Admin fee / account holder | $234 | $14,422-98.4% | $16,298-98.6% | $7,234-96.8% |