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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 | $237,185 | $111,785+112.2% | $93,669+153.2% | $145,877+62.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.80% | 203.79%-193.0pp | 133.59%-122.8pp | 551.28%-540.5pp |
| Employer contribution / active EE | $21,470 | $3,096+593.5% | $2,424+785.9% | $4,663+360.4% |
| Participant deferral / active EE | $10,483 | $4,919+113.1% | $4,416+137.4% | $6,691+56.7% |
| Admin fee / account holder | $2 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |