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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 | $150,435-32.1% | $120,580-15.3% | $145,897-30.0% |
| Participation rate | 77.8% | 78.8%-1.0pp | 72.0%+5.8pp | 80.3%-2.5pp |
| Annual return | 82.60% | 154.60%-72.0pp | 107.48%-24.9pp | 552.29%-469.7pp |
| Employer contribution / active EE | $4,316 | $4,352-0.8% | $3,469+24.4% | $4,663-7.4% |
| Participant deferral / active EE | $11,387 | $6,174+84.4% | $4,995+127.9% | $6,689+70.2% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |