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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 | $209,370 | $108,942+92.2% | $100,415+108.5% | $145,897+43.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.74% | 58.27%-46.5pp | 49.47%-37.7pp | 552.29%-540.6pp |
| Employer contribution / active EE | $24,204 | $4,422+447.4% | $3,943+513.9% | $4,663+419.1% |
| Participant deferral / active EE | $23,000 | $8,461+171.8% | $8,091+184.3% | $6,689+243.8% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |