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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 | $121,920 | $176,120-30.8% | $159,487-23.6% | $167,553-27.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.44% | 331.95%-317.5pp | 263.71%-249.3pp | 478.89%-464.4pp |
| Employer contribution / active EE | $12,012 | $5,299+126.7% | $4,831+148.6% | $4,840+148.2% |
| Participant deferral / active EE | $10,388 | $7,752+34.0% | $7,354+41.3% | $6,343+63.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |