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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 | $114,350 | $73,518+55.5% | $63,003+81.5% | $147,585-22.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.26% | 175.46%-161.2pp | 87.59%-73.3pp | 578.57%-564.3pp |
| Employer contribution / active EE | $16,169 | $3,322+386.7% | $2,760+485.8% | $4,876+231.6% |
| Participant deferral / active EE | $4,238 | $4,183+1.3% | $3,329+27.3% | $5,439-22.1% |
| Admin fee / account holder | $4 | $5,952-99.9% | $3,600-99.9% | $10,885-100.0% |