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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 | $100,386 | $110,551-9.2% | $80,741+24.3% | $167,518-40.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 10.10% | 120.57%-110.5pp | 87.30%-77.2pp | 478.71%-468.6pp |
| Employer contribution / active EE | $6,800 | $1,543+340.8% | $1,160+486.1% | $4,838+40.5% |
| Participant deferral / active EE | $17,000 | $2,870+492.3% | $2,145+692.4% | $6,342+168.1% |
| Admin fee / account holder | $3 | $4,547-99.9% | $3,380-99.9% | $12,312-100.0% |