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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 | $131,990 | $150,346-12.2% | $120,524+9.5% | $145,877-9.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.63% | 154.40%-142.8pp | 107.36%-95.7pp | 551.28%-539.7pp |
| Employer contribution / active EE | $20,909 | $4,353+380.3% | $3,469+502.8% | $4,663+348.4% |
| Participant deferral / active EE | $9,459 | $6,172+53.2% | $4,994+89.4% | $6,691+41.4% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |