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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 | $83,155 | $150,346-44.7% | $120,524-31.0% | $145,877-43.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 29.21% | 154.40%-125.2pp | 107.36%-78.2pp | 551.28%-522.1pp |
| Employer contribution / active EE | $6,502 | $4,353+49.4% | $3,469+87.4% | $4,663+39.4% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10 | $12,215-99.9% | $9,440-99.9% | $13,402-99.9% |