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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 | $185,645 | $106,008+75.1% | $92,240+101.3% | $147,586+25.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.53% | 50.05%-31.5pp | 176.29%-157.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $9,786 | $4,333+125.8% | $3,680+165.9% | $4,876+100.7% |
| Participant deferral / active EE | $8,080 | $4,478+80.4% | $3,897+107.3% | $5,439+48.6% |
| Admin fee / account holder | $24 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |