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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 | $38,645 | $69,118-44.1% | $53,647-28.0% | $138,895-72.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 83.87% | 248.26%-164.4pp | 358.33%-274.5pp | 145.39%-61.5pp |
| Employer contribution / active EE | $4,450 | $1,189+274.1% | $962+362.6% | $4,194+6.1% |
| Participant deferral / active EE | $26,425 | $2,274+1062.0% | $1,813+1357.4% | $6,396+313.1% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |