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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 | $100,829 | $96,678+4.3% | $86,640+16.4% | $139,466-27.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.71% | 106.69%-87.0pp | 592.52%-572.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $9,656 | $3,265+195.7% | $3,024+219.3% | $4,754+103.1% |
| Participant deferral / active EE | $18,214 | $4,837+276.6% | $4,438+310.4% | $6,712+171.4% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |