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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 | $96,643-3.9% | $86,617+7.2% | $139,456-33.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.99% | 106.57%-90.6pp | 591.91%-575.9pp | 373.45%-357.5pp |
| Employer contribution / active EE | $3,193 | $3,264-2.2% | $3,023+5.6% | $4,753-32.8% |
| Participant deferral / active EE | $11,278 | $4,835+133.3% | $4,437+154.2% | $6,711+68.0% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |