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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 | $215,744 | $106,008+103.5% | $92,240+133.9% | $147,586+46.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.37% | 50.05%-34.7pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $9,524 | $4,333+119.8% | $3,680+158.8% | $4,876+95.3% |
| Participant deferral / active EE | $11,370 | $4,478+153.9% | $3,897+191.8% | $5,439+109.0% |
| Admin fee / account holder | $30 | $6,333-99.5% | $5,194-99.4% | $10,886-99.7% |