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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 | $94,262 | $102,663-8.2% | $86,216+9.3% | $139,466-32.4% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 20.05% | 1924.52%-1904.5pp | 1169.42%-1149.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $4,506 | $3,035+48.5% | $2,382+89.2% | $4,754-5.2% |
| Participant deferral / active EE | $7,868 | $4,677+68.2% | $3,986+97.4% | $6,712+17.2% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |