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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 | $172,488 | $129,239+33.5% | $93,419+84.6% | $158,966+8.5% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 7.01% | 118.21%-111.2pp | 78.05%-71.0pp | 302.95%-295.9pp |
| Employer contribution / active EE | $6,644 | $2,711+145.0% | $2,075+220.2% | $4,762+39.5% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,250-100.0% |