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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 | $189,520 | $106,008+78.8% | $92,240+105.5% | $147,586+28.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.75% | 50.05%-37.3pp | 176.29%-163.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $8,805 | $4,333+103.2% | $3,680+139.3% | $4,876+80.6% |
| Participant deferral / active EE | $6,691 | $4,478+49.4% | $3,897+71.7% | $5,439+23.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |