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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 | $54,676 | $154,193-64.5% | $130,045-58.0% | $139,466-60.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 39.28% | 32.51%+6.8pp | -137.30%+176.6pp | 373.66%-334.4pp |
| Employer contribution / active EE | $6,888 | $5,292+30.2% | $4,321+59.4% | $4,754+44.9% |
| Participant deferral / active EE | $15,000 | $6,709+123.6% | $5,820+157.7% | $6,712+123.5% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |