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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 | $123,151 | $111,785+10.2% | $93,669+31.5% | $145,877-15.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.38% | 203.79%-193.4pp | 133.59%-123.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $13,866 | $3,096+347.9% | $2,424+472.2% | $4,663+197.4% |
| Participant deferral / active EE | $10,500 | $4,919+113.5% | $4,416+137.8% | $6,691+56.9% |
| Admin fee / account holder | $25 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |