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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 | $136,878 | $109,967+24.5% | $97,197+40.8% | $145,877-6.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.71% | 244.27%-229.6pp | 75.47%-60.8pp | 551.28%-536.6pp |
| Employer contribution / active EE | $36,467 | $3,077+1085.3% | $2,723+1239.4% | $4,663+682.1% |
| Participant deferral / active EE | $11,182 | $4,676+139.1% | $4,263+162.3% | $6,691+67.1% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |