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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 | $81,374 | $106,008-23.2% | $92,240-11.8% | $147,586-44.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.97% | 50.05%-37.1pp | 176.29%-163.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $11,003 | $4,333+153.9% | $3,680+199.0% | $4,876+125.6% |
| Participant deferral / active EE | $12,185 | $4,478+172.1% | $3,897+212.7% | $5,439+124.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |