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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 | $80,210 | $106,008-24.3% | $92,240-13.0% | $147,586-45.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.86% | 50.05%-34.2pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $8,147 | $4,333+88.0% | $3,680+121.4% | $4,876+67.1% |
| Participant deferral / active EE | $4,424 | $4,478-1.2% | $3,897+13.5% | $5,439-18.7% |
| Admin fee / account holder | $124 | $6,333-98.0% | $5,194-97.6% | $10,886-98.9% |