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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 | $103,412 | $114,047-9.3% | $96,144+7.6% | $167,497-38.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.91% | 189.89%-181.0pp | 191.96%-183.1pp | 478.62%-469.7pp |
| Employer contribution / active EE | $4,950 | $3,427+44.4% | $2,797+77.0% | $4,838+2.3% |
| Participant deferral / active EE | $26,000 | $5,194+400.6% | $4,349+497.9% | $6,341+310.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |