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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 | $92,502 | $106,008-12.7% | $92,240+0.3% | $147,586-37.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.83% | 50.05%-40.2pp | 176.29%-166.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $13,100 | $4,333+202.3% | $3,680+256.0% | $4,876+168.6% |
| Participant deferral / active EE | $8,681 | $4,478+93.8% | $3,897+122.7% | $5,439+59.6% |
| Admin fee / account holder | $3 | $6,333-100.0% | $5,194-99.9% | $10,886-100.0% |