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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 | $59,057 | $185,905-68.2% | $170,057-65.3% | $139,487-57.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 126.59% | 60.56%+66.0pp | 53.42%+73.2pp | 373.84%-247.3pp |
| Employer contribution / active EE | $9,000 | $7,597+18.5% | $6,790+32.5% | $4,755+89.3% |
| Participant deferral / active EE | $20,000 | $11,627+72.0% | $10,411+92.1% | $6,713+197.9% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |