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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 | $231,584 | $88,754+160.9% | $81,820+183.0% | $145,877+58.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 46.58% | 1031.77%-985.2pp | 777.93%-731.4pp | 551.28%-504.7pp |
| Employer contribution / active EE | $400 | $3,085-87.0% | $2,915-86.3% | $4,663-91.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |