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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 | $97,393 | $106,008-8.1% | $92,240+5.6% | $147,586-34.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.29% | 50.05%-37.8pp | 176.29%-164.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $6,355 | $4,333+46.7% | $3,680+72.7% | $4,876+30.3% |
| Participant deferral / active EE | $7,845 | $4,478+75.2% | $3,897+101.3% | $5,439+44.2% |
| Admin fee / account holder | $100 | $6,333-98.4% | $5,194-98.1% | $10,886-99.1% |