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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 | $102,196 | $102,382-0.2% | $147,005-30.5% | $80,874+26.4% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 13.52% | 134.89%-121.4pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,729 | $3,715-26.5% | $4,934-44.7% | $2,756-1.0% |
| Participant deferral / active EE | $9,343 | $6,646+40.6% | $8,070+15.8% | $4,297+117.4% |
| Admin fee / account holder | $193 | $7,942-97.6% | $13,006-98.5% | $6,935-97.2% |