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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 | $201,266 | $138,075+45.8% | $123,552+62.9% | $135,379+48.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.41% | 153.70%-149.3pp | 119.20%-114.8pp | 519.79%-515.4pp |
| Employer contribution / active EE | $12,857 | $5,152+149.6% | $4,628+177.8% | $4,779+169.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |