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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 | $198,558 | $148,623+33.6% | $135,974+46.0% | $139,466+42.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 101.71% | 79.30%+22.4pp | 68.30%+33.4pp | 373.66%-272.0pp |
| Employer contribution / active EE | $2,000 | $5,246-61.9% | $4,859-58.8% | $4,754-57.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |