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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 | $59,919 | $106,008-43.5% | $92,240-35.0% | $147,586-59.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 50.90% | 50.05%+0.8pp | 176.29%-125.4pp | 578.59%-527.7pp |
| Employer contribution / active EE | $8,272 | $4,333+90.9% | $3,680+124.8% | $4,876+69.6% |
| Participant deferral / active EE | $4,203 | $4,478-6.1% | $3,897+7.9% | $5,439-22.7% |
| Admin fee / account holder | $15 | $6,333-99.8% | $5,194-99.7% | $10,886-99.9% |