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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 | $124,073 | $67,823+82.9% | $52,425+136.7% | $137,256-9.6% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 75.32% | 219.11%-143.8pp | 302.12%-226.8pp | 220.34%-145.0pp |
| Employer contribution / active EE | $1,194 | $1,163+2.7% | $914+30.6% | $4,156-71.3% |
| Participant deferral / active EE | $2,510 | $2,288+9.7% | $1,790+40.2% | $6,407-60.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |