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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 | $24,081 | $106,005-77.3% | $92,239-73.9% | $147,585-83.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 35.89% | 50.05%-14.2pp | 176.29%-140.4pp | 578.58%-542.7pp |
| Employer contribution / active EE | $13,723 | $4,333+216.7% | $3,680+272.9% | $4,876+181.4% |
| Participant deferral / active EE | $4,620 | $4,478+3.2% | $3,897+18.6% | $5,439-15.1% |
| Admin fee / account holder | $249 | $6,333-96.1% | $5,194-95.2% | $10,886-97.7% |