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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 | $114,130-9.4% | $96,192+7.5% | $167,553-38.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.91% | 190.07%-181.2pp | 192.09%-183.2pp | 478.89%-470.0pp |
| Employer contribution / active EE | $4,950 | $3,431+44.3% | $2,799+76.8% | $4,840+2.3% |
| Participant deferral / active EE | $26,000 | $5,198+400.2% | $4,351+497.6% | $6,343+309.9% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |