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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 | $136,366 | $106,005+28.6% | $92,239+47.8% | $147,585-7.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.15% | 50.05%-33.9pp | 176.29%-160.1pp | 578.58%-562.4pp |
| Employer contribution / active EE | $773 | $4,333-82.2% | $3,680-79.0% | $4,876-84.1% |
| Participant deferral / active EE | $5,122 | $4,478+14.4% | $3,897+31.4% | $5,439-5.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |