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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 | $108,897+92.3% | $100,378+108.6% | $145,877+43.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.74% | 58.17%-46.4pp | 49.41%-37.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $24,204 | $4,420+447.6% | $3,942+514.0% | $4,663+419.1% |
| Participant deferral / active EE | $23,000 | $8,455+172.0% | $8,087+184.4% | $6,691+243.8% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |