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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 | $238,974 | $72,071+231.6% | $68,368+249.5% | $137,256+74.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.51% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $9,589 | $2,788+243.9% | $2,649+262.0% | $4,156+130.7% |
| Participant deferral / active EE | $9,589 | $4,410+117.4% | $4,123+132.6% | $6,407+49.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |