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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 | $110,970 | $111,785-0.7% | $93,669+18.5% | $145,877-23.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 13.45% | 203.79%-190.3pp | 133.59%-120.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $8,848 | $3,096+185.8% | $2,424+265.1% | $4,663+89.7% |
| Participant deferral / active EE | $8,819 | $4,919+79.3% | $4,416+99.7% | $6,691+31.8% |
| Admin fee / account holder | $244 | $10,256-97.6% | $8,291-97.1% | $13,402-98.2% |