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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 | $67,077 | $176,077-61.9% | $159,455-57.9% | $167,518-60.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.34% | 331.83%-312.5pp | 263.63%-244.3pp | 478.71%-459.4pp |
| Employer contribution / active EE | $16,969 | $5,298+220.3% | $4,830+251.3% | $4,838+250.7% |
| Participant deferral / active EE | $16,319 | $7,751+110.5% | $7,353+121.9% | $6,342+157.3% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |