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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 | $121,109 | $112,099+8.0% | $95,954+26.2% | $158,931-23.8% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 15.07% | 171.12%-156.0pp | 91.62%-76.5pp | 302.86%-287.8pp |
| Employer contribution / active EE | $8,170 | $3,198+155.4% | $2,541+221.5% | $4,761+71.6% |
| Participant deferral / active EE | $4,648 | $4,784-2.8% | $4,167+11.5% | $5,982-22.3% |
| Admin fee / account holder | $117 | $10,132-98.8% | $6,796-98.3% | $11,247-99.0% |