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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 | $113,785 | $69,252+64.3% | $64,099+77.5% | $139,456-18.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.51% | 45.89%-23.4pp | 33.70%-11.2pp | 373.45%-350.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $18,876 | $4,683+303.1% | $3,881+386.3% | $6,711+181.3% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |