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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 | $45,789 | $135,639-66.2% | $110,241-58.5% | $135,382-66.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 144.19% | 513.21%-369.0pp | 314.75%-170.6pp | 519.77%-375.6pp |
| Employer contribution / active EE | $8,180 | $4,907+66.7% | $3,827+113.8% | $4,779+71.2% |
| Participant deferral / active EE | $6,252 | $5,507+13.5% | $4,672+33.8% | $5,609+11.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |