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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 | $109,055 | $106,008+2.9% | $92,240+18.2% | $147,586-26.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 90.92% | 50.05%+40.9pp | 176.29%-85.4pp | 578.59%-487.7pp |
| Employer contribution / active EE | $9,078 | $4,333+109.5% | $3,680+146.7% | $4,876+86.2% |
| Participant deferral / active EE | $11,184 | $4,478+149.7% | $3,897+187.0% | $5,439+105.6% |
| Admin fee / account holder | $119 | $6,333-98.1% | $5,194-97.7% | $10,886-98.9% |