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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 | $103,686 | $129,239-19.8% | $93,419+11.0% | $158,966-34.8% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 41.79% | 118.21%-76.4pp | 78.05%-36.3pp | 302.95%-261.2pp |
| Employer contribution / active EE | $8,564 | $2,711+215.9% | $2,075+312.7% | $4,762+79.8% |
| Participant deferral / active EE | $7,673 | $3,909+96.3% | $3,126+145.5% | $5,983+28.2% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,250-100.0% |