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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 | $138,385 | $106,008+30.5% | $92,240+50.0% | $147,586-6.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.20% | 50.05%-30.8pp | 176.29%-157.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $3,689 | $4,333-14.9% | $3,680+0.2% | $4,876-24.4% |
| Participant deferral / active EE | $3,915 | $4,478-12.6% | $3,897+0.5% | $5,439-28.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |