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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 | $155,917 | $106,008+47.1% | $92,240+69.0% | $147,586+5.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.52% | 50.05%-33.5pp | 176.29%-159.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $4,995 | $4,333+15.3% | $3,680+35.7% | $4,876+2.4% |
| Participant deferral / active EE | $7,210 | $4,478+61.0% | $3,897+85.0% | $5,439+32.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |