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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 | $64,858 | $106,003-38.8% | $92,236-29.7% | $147,585-56.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.49% | 50.05%-27.6pp | 176.29%-153.8pp | 578.57%-556.1pp |
| Employer contribution / active EE | $12,440 | $4,333+187.1% | $3,679+238.1% | $4,876+155.1% |
| Participant deferral / active EE | $5,754 | $4,478+28.5% | $3,897+47.7% | $5,439+5.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |