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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 | $165,476 | $96,691+71.1% | $86,656+91.0% | $139,487+18.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.03% | 106.87%-89.8pp | 593.09%-576.1pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,990 | $3,267-8.5% | $3,025-1.2% | $4,755-37.1% |
| Participant deferral / active EE | $18,367 | $4,838+279.7% | $4,439+313.7% | $6,713+173.6% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |