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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 | $125,071 | $72,071+73.5% | $68,368+82.9% | $137,256-8.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.21% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $9,762 | $2,788+250.1% | $2,649+268.5% | $4,156+134.9% |
| Participant deferral / active EE | $2,015 | $4,410-54.3% | $4,123-51.1% | $6,407-68.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |