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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 | $111,857 | $154,754-27.7% | $124,206-9.9% | $138,895-19.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 118.57% | 709.28%-590.7pp | 515.27%-396.7pp | 145.39%-26.8pp |
| Employer contribution / active EE | $7,875 | $4,446+77.1% | $3,540+122.4% | $4,194+87.8% |
| Participant deferral / active EE | $8,908 | $4,621+92.8% | $3,968+124.5% | $6,396+39.3% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |