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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 | $119,065 | $73,518+62.0% | $63,003+89.0% | $147,585-19.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.03% | 175.46%-163.4pp | 87.59%-75.6pp | 578.57%-566.5pp |
| Employer contribution / active EE | $6,403 | $3,322+92.7% | $2,760+132.0% | $4,876+31.3% |
| Participant deferral / active EE | $2,815 | $4,183-32.7% | $3,329-15.4% | $5,439-48.2% |
| Admin fee / account holder | $1 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |