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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 | $94,031 | $108,695-13.5% | $74,722+25.8% | $152,897-38.5% |
| Participation rate | 90.0% | 65.4%+24.6pp | 54.5%+35.5pp | 82.5%+7.5pp |
| Annual return | 46.03% | 114.11%-68.1pp | 753.11%-707.1pp | 345.43%-299.4pp |
| Employer contribution / active EE | $100 | $1,504-93.4% | $1,084-90.8% | $4,764-97.9% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |