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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 | $106,705 | $96,678+10.4% | $86,640+23.2% | $139,466-23.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 17.62% | 106.69%-89.1pp | 592.52%-574.9pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,749 | $3,265-15.8% | $3,024-9.1% | $4,754-42.2% |
| Participant deferral / active EE | $6,837 | $4,837+41.4% | $4,438+54.0% | $6,712+1.9% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |