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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 | $23,203 | $106,008-78.1% | $92,240-74.8% | $147,586-84.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.56% | 50.05%-35.5pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $8,465 | $4,333+95.3% | $3,680+130.0% | $4,876+73.6% |
| Participant deferral / active EE | $7,875 | $4,478+75.8% | $3,897+102.1% | $5,439+44.8% |
| Admin fee / account holder | $155 | $6,333-97.5% | $5,194-97.0% | $10,886-98.6% |