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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 | $87,947 | $150,435-41.5% | $120,580-27.1% | $145,897-39.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 15.73% | 154.60%-138.9pp | 107.48%-91.7pp | 552.29%-536.6pp |
| Employer contribution / active EE | $15,503 | $4,352+256.2% | $3,469+346.9% | $4,663+232.5% |
| Participant deferral / active EE | $11,363 | $6,174+84.0% | $4,995+127.5% | $6,689+69.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |