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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 | $57,200 | $96,691-40.8% | $86,656-34.0% | $139,487-59.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.43% | 106.87%-85.4pp | 593.09%-571.7pp | 373.84%-352.4pp |
| Employer contribution / active EE | $5,026 | $3,267+53.8% | $3,025+66.1% | $4,755+5.7% |
| Participant deferral / active EE | $10,195 | $4,838+110.7% | $4,439+129.6% | $6,713+51.9% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |