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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 | $103,670 | $106,008-2.2% | $92,240+12.4% | $147,586-29.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 39.27% | 50.05%-10.8pp | 176.29%-137.0pp | 578.59%-539.3pp |
| Employer contribution / active EE | $24,603 | $4,333+467.8% | $3,680+568.6% | $4,876+404.5% |
| Participant deferral / active EE | $15,600 | $4,478+248.3% | $3,897+300.3% | $5,439+186.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |