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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 | $49,994 | $121,656-58.9% | $104,614-52.2% | $158,950-68.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.44% | 465.51%-448.1pp | 340.56%-323.1pp | 302.91%-285.5pp |
| Employer contribution / active EE | $9,933 | $3,164+213.9% | $2,681+270.5% | $4,762+108.6% |
| Participant deferral / active EE | $4,918 | $4,177+17.7% | $3,739+31.5% | $5,983-17.8% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |