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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 | $113,013 | $111,785+1.1% | $93,669+20.7% | $145,877-22.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.56% | 203.79%-188.2pp | 133.59%-118.0pp | 551.28%-535.7pp |
| Employer contribution / active EE | $9,600 | $3,096+210.1% | $2,424+296.1% | $4,663+105.9% |
| Participant deferral / active EE | $9,600 | $4,919+95.2% | $4,416+117.4% | $6,691+43.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |