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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 | $203,559 | $118,877+71.2% | $96,570+110.8% | $167,536+21.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 169.87% | 50.50%+119.4pp | 37.79%+132.1pp | 478.82%-308.9pp |
| Employer contribution / active EE | $2,429 | $3,121-22.2% | $2,357+3.0% | $4,839-49.8% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |