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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 | $92,850 | $96,691-4.0% | $86,656+7.1% | $139,487-33.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.99% | 106.87%-90.9pp | 593.09%-577.1pp | 373.84%-357.9pp |
| Employer contribution / active EE | $3,193 | $3,267-2.3% | $3,025+5.5% | $4,755-32.8% |
| Participant deferral / active EE | $11,278 | $4,838+133.1% | $4,439+154.1% | $6,713+68.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |