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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 | $105,580 | $106,008-0.4% | $92,240+14.5% | $147,586-28.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 14.12% | 50.05%-35.9pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,601 | $4,333-40.0% | $3,680-29.3% | $4,876-46.7% |
| Participant deferral / active EE | $9,051 | $4,478+102.1% | $3,897+132.3% | $5,439+66.4% |
| Admin fee / account holder | $132 | $6,333-97.9% | $5,194-97.5% | $10,886-98.8% |