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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 | $123,910 | $96,678+28.2% | $86,640+43.0% | $139,466-11.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.55% | 106.69%-84.1pp | 592.52%-570.0pp | 373.66%-351.1pp |
| Employer contribution / active EE | $9,375 | $3,265+187.1% | $3,024+210.0% | $4,754+97.2% |
| Participant deferral / active EE | $15,442 | $4,837+219.3% | $4,438+247.9% | $6,712+130.1% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |