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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 | $74,035 | $106,008-30.2% | $92,240-19.7% | $147,586-49.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 11.47% | 50.05%-38.6pp | 176.29%-164.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $3,427 | $4,333-20.9% | $3,680-6.9% | $4,876-29.7% |
| Participant deferral / active EE | $9,078 | $4,478+102.7% | $3,897+133.0% | $5,439+66.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |