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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 | $108,976 | $96,643+12.8% | $86,617+25.8% | $139,456-21.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.71% | 106.57%-81.9pp | 591.91%-567.2pp | 373.45%-348.7pp |
| Employer contribution / active EE | $2,009 | $3,264-38.5% | $3,023-33.6% | $4,753-57.7% |
| Participant deferral / active EE | $10,729 | $4,835+121.9% | $4,437+141.8% | $6,711+59.9% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |