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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 | $107,104 | $106,008+1.0% | $92,240+16.1% | $147,586-27.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.88% | 50.05%-40.2pp | 176.29%-166.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $9,938 | $4,333+129.3% | $3,680+170.1% | $4,876+103.8% |
| Participant deferral / active EE | $6,260 | $4,478+39.8% | $3,897+60.6% | $5,439+15.1% |
| Admin fee / account holder | $55 | $6,333-99.1% | $5,194-98.9% | $10,886-99.5% |