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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 | $20,307 | $106,003-80.8% | $92,236-78.0% | $147,585-86.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.78% | 50.05%-38.3pp | 176.29%-164.5pp | 578.57%-566.8pp |
| Employer contribution / active EE | $11,296 | $4,333+160.7% | $3,679+207.0% | $4,876+131.6% |
| Participant deferral / active EE | $6,078 | $4,478+35.7% | $3,897+56.0% | $5,439+11.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |