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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 | $35,023 | $157,296-77.7% | $141,191-75.2% | $152,897-77.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 94.00% | 64.34%+29.7pp | 71.41%+22.6pp | 345.43%-251.4pp |
| Employer contribution / active EE | $7,246 | $5,262+37.7% | $4,736+53.0% | $4,764+52.1% |
| Participant deferral / active EE | $12,605 | $7,111+77.3% | $6,710+87.8% | $5,851+115.4% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |