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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 | $91,067 | $106,008-14.1% | $92,240-1.3% | $147,586-38.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.97% | 50.05%-25.1pp | 176.29%-151.3pp | 578.59%-553.6pp |
| Employer contribution / active EE | $2,187 | $4,333-49.5% | $3,680-40.6% | $4,876-55.2% |
| Participant deferral / active EE | $16,245 | $4,478+262.7% | $3,897+316.9% | $5,439+198.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |