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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 | $179,694 | $73,546+144.3% | $63,018+185.1% | $147,586+21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.34% | 175.56%-164.2pp | 87.62%-76.3pp | 578.59%-567.3pp |
| Employer contribution / active EE | $5,572 | $3,324+67.6% | $2,761+101.8% | $4,876+14.3% |
| Participant deferral / active EE | $4,522 | $4,185+8.1% | $3,330+35.8% | $5,439-16.9% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |