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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 | $102,844 | $100,203+2.6% | $85,240+20.7% | $145,897-29.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.48% | 84.28%-72.8pp | 66.75%-55.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $4,504 | $3,242+38.9% | $2,735+64.7% | $4,663-3.4% |
| Participant deferral / active EE | $12,680 | $5,299+139.3% | $4,527+180.1% | $6,689+89.6% |
| Admin fee / account holder | $2 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |