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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 | $183,358 | $107,341+70.8% | $92,897+97.4% | $152,870+19.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.25% | 145.59%-119.3pp | 109.42%-83.2pp | 345.34%-319.1pp |
| Employer contribution / active EE | $6,889 | $4,221+63.2% | $3,653+88.6% | $4,763+44.6% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6 | $7,080-99.9% | $5,794-99.9% | $11,597-99.9% |