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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 | $106,555 | $106,003+0.5% | $92,236+15.5% | $147,585-27.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.46% | 50.05%-34.6pp | 176.29%-160.8pp | 578.57%-563.1pp |
| Employer contribution / active EE | $10,882 | $4,333+151.1% | $3,679+195.8% | $4,876+123.2% |
| Participant deferral / active EE | $2,357 | $4,478-47.4% | $3,897-39.5% | $5,439-56.7% |
| Admin fee / account holder | $3 | $6,333-99.9% | $5,194-99.9% | $10,885-100.0% |