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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 | $111,425 | $112,935-1.3% | $90,970+22.5% | $158,966-29.9% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 62.14% | 215.79%-153.6pp | 134.58%-72.4pp | 302.95%-240.8pp |
| Employer contribution / active EE | $5,887 | $2,895+103.4% | $2,122+177.4% | $4,762+23.6% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |