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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 | $95,440 | $183,978-48.1% | $162,171-41.1% | $152,885-37.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.01% | 150.78%-122.8pp | 115.60%-87.6pp | 345.39%-317.4pp |
| Employer contribution / active EE | $1,750 | $6,370-72.5% | $5,613-68.8% | $4,763-63.3% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |