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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 | $109,372 | $96,678+13.1% | $86,640+26.2% | $139,466-21.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.22% | 106.69%-94.5pp | 592.52%-580.3pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,772 | $3,265-15.1% | $3,024-8.3% | $4,754-41.7% |
| Participant deferral / active EE | $7,305 | $4,837+51.0% | $4,438+64.6% | $6,712+8.8% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |