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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 | $105,995 | $106,0080% | $92,240+14.9% | $147,586-28.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.80% | 50.05%-30.3pp | 176.29%-156.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $16,204 | $4,333+273.9% | $3,680+340.4% | $4,876+232.3% |
| Participant deferral / active EE | $9,617 | $4,478+114.7% | $3,897+146.8% | $5,439+76.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |