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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 | $91,202 | $106,005-14.0% | $92,239-1.1% | $147,585-38.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.01% | 50.05%-31.0pp | 176.29%-157.3pp | 578.58%-559.6pp |
| Employer contribution / active EE | $11,558 | $4,333+166.7% | $3,680+214.1% | $4,876+137.0% |
| Participant deferral / active EE | $10,201 | $4,478+127.8% | $3,897+161.8% | $5,439+87.6% |
| Admin fee / account holder | $56 | $6,333-99.1% | $5,194-98.9% | $10,886-99.5% |