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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 | $88,885 | $102,393-13.2% | $147,041-39.6% | $80,911+9.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.67% | 134.95%-118.3pp | 419.21%-402.5pp | 35.63%-19.0pp |
| Employer contribution / active EE | $4,938 | $3,715+32.9% | $4,935+0.1% | $2,756+79.2% |
| Participant deferral / active EE | $11,796 | $6,647+77.5% | $8,071+46.2% | $4,297+174.5% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |