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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 | $29,597 | $129,217-77.1% | $93,406-68.3% | $158,950-81.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 11.29% | 118.21%-106.9pp | 78.05%-66.8pp | 302.91%-291.6pp |
| Employer contribution / active EE | $5,672 | $2,711+109.2% | $2,075+173.3% | $4,762+19.1% |
| Participant deferral / active EE | $9,226 | $3,909+136.0% | $3,126+195.2% | $5,983+54.2% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,248-100.0% |