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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 | $219,498 | $110,629+98.4% | $80,784+171.7% | $167,553+31.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.96% | 120.58%-105.6pp | 87.31%-72.3pp | 478.89%-463.9pp |
| Employer contribution / active EE | $12,262 | $1,543+694.7% | $1,160+956.9% | $4,840+153.4% |
| Participant deferral / active EE | $6,853 | $2,871+138.7% | $2,145+219.4% | $6,343+8.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |