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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 | $194,262 | $106,003+83.3% | $92,236+110.6% | $147,585+31.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.78% | 50.05%-35.3pp | 176.29%-161.5pp | 578.57%-563.8pp |
| Employer contribution / active EE | $15,000 | $4,333+246.2% | $3,679+307.7% | $4,876+207.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |