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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 | $17,636 | $73,518-76.0% | $63,003-72.0% | $147,585-88.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.78% | 175.46%-157.7pp | 87.59%-69.8pp | 578.57%-560.8pp |
| Employer contribution / active EE | $11,679 | $3,322+251.5% | $2,760+323.1% | $4,876+139.5% |
| Participant deferral / active EE | $9,100 | $4,183+117.5% | $3,329+173.3% | $5,439+67.3% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |