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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 | $48,900 | $107,363-54.5% | $92,909-47.4% | $152,897-68.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 49.95% | 145.63%-95.7pp | 109.44%-59.5pp | 345.43%-295.5pp |
| Employer contribution / active EE | $19,534 | $4,222+362.7% | $3,653+434.7% | $4,764+310.1% |
| Participant deferral / active EE | $15,850 | $4,848+227.0% | $4,238+274.0% | $5,851+170.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |