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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 | $206,541 | $96,678+113.6% | $86,640+138.4% | $139,466+48.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.91% | 106.69%-95.8pp | 592.52%-581.6pp | 373.66%-362.8pp |
| Employer contribution / active EE | $18,381 | $3,265+462.9% | $3,024+507.8% | $4,754+286.6% |
| Participant deferral / active EE | $13,654 | $4,837+182.3% | $4,438+207.6% | $6,712+103.4% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |