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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 | $154,437 | $160,040-3.5% | $147,096+5.0% | $145,877+5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,997 | $5,289-43.3% | $4,936-39.3% | $4,663-35.7% |
| Participant deferral / active EE | $6,996 | $8,429-17.0% | $8,071-13.3% | $6,691+4.6% |
| Admin fee / account holder | $226 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |