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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 | $216,700 | $99,079+118.7% | $78,002+177.8% | $273,972-20.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 12.02% | 217.93%-205.9pp | 425.99%-414.0pp | 41.46%-29.4pp |
| Employer contribution / active EE | $34,614 | $3,308+946.5% | $2,470+1301.3% | $4,869+610.9% |
| Participant deferral / active EE | $14,627 | $4,306+239.7% | $3,497+318.3% | $5,287+176.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |