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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 | $190,709 | $106,005+79.9% | $92,239+106.8% | $147,585+29.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 18.44% | 50.05%-31.6pp | 176.29%-157.8pp | 578.58%-560.1pp |
| Employer contribution / active EE | $8,333 | $4,333+92.3% | $3,680+126.5% | $4,876+70.9% |
| Participant deferral / active EE | $5,273 | $4,478+17.7% | $3,897+35.3% | $5,439-3.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |