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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 | $150,231 | $96,691+55.4% | $86,656+73.4% | $139,487+7.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.74% | 106.87%-83.1pp | 593.09%-569.4pp | 373.84%-350.1pp |
| Employer contribution / active EE | $10,137 | $3,267+210.3% | $3,025+235.0% | $4,755+113.2% |
| Participant deferral / active EE | $16,399 | $4,838+239.0% | $4,439+269.4% | $6,713+144.3% |
| Admin fee / account holder | $21 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |