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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 | $214,872 | $106,008+102.7% | $92,240+132.9% | $147,586+45.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.09% | 50.05%-34.0pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $13,055 | $4,333+201.3% | $3,680+254.8% | $4,876+167.7% |
| Participant deferral / active EE | $7,481 | $4,478+67.1% | $3,897+92.0% | $5,439+37.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |