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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 | $135,128 | $106,008+27.5% | $92,240+46.5% | $147,586-8.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.29% | 50.05%-29.8pp | 176.29%-156.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,477 | $4,333-65.9% | $3,680-59.9% | $4,876-69.7% |
| Participant deferral / active EE | $2,911 | $4,478-35.0% | $3,897-25.3% | $5,439-46.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |