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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 | $29,703 | $105,145-71.8% | $94,664-68.6% | $139,466-78.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 845.00% | 38.09%+806.9pp | 156.84%+688.2pp | 373.66%+471.3pp |
| Employer contribution / active EE | $10,554 | $4,107+157.0% | $3,673+187.3% | $4,754+122.0% |
| Participant deferral / active EE | $14,956 | $7,599+96.8% | $7,417+101.6% | $6,712+122.8% |
| Admin fee / account holder | $148 | $8,972-98.4% | $7,222-98.0% | $11,409-98.7% |