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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 | $102,113 | $150,197-32.0% | $120,368-15.2% | $145,959-30.0% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 82.60% | 154.26%-71.7pp | 107.26%-24.7pp | 561.95%-479.3pp |
| Employer contribution / active EE | $4,316 | $4,350-0.8% | $3,465+24.6% | $4,661-7.4% |
| Participant deferral / active EE | $11,387 | $6,174+84.4% | $4,991+128.1% | $6,689+70.2% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |