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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 | $243,120 | $69,252+251.1% | $64,099+279.3% | $139,456+74.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.48% | 45.89%-31.4pp | 33.70%-19.2pp | 373.45%-359.0pp |
| Employer contribution / active EE | $14,854 | $3,184+366.5% | $2,748+440.5% | $4,753+212.5% |
| Participant deferral / active EE | $22,622 | $4,683+383.1% | $3,881+482.8% | $6,711+237.1% |
| Admin fee / account holder | $2 | $4,248-100.0% | $3,070-99.9% | $11,407-100.0% |