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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 | $128,118 | $106,005+20.9% | $92,239+38.9% | $147,585-13.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.98% | 50.05%-35.1pp | 176.29%-161.3pp | 578.58%-563.6pp |
| Employer contribution / active EE | $12,945 | $4,333+198.7% | $3,680+251.8% | $4,876+165.5% |
| Participant deferral / active EE | $7,745 | $4,478+73.0% | $3,897+98.7% | $5,439+42.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |