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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 | $100,116 | $100,203-0.1% | $85,240+17.5% | $145,897-31.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 84.28%-70.6pp | 66.75%-53.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $6,912 | $3,242+113.2% | $2,735+152.7% | $4,663+48.2% |
| Participant deferral / active EE | $10,399 | $5,299+96.3% | $4,527+129.7% | $6,689+55.5% |
| Admin fee / account holder | $94 | $7,265-98.7% | $6,165-98.5% | $13,390-99.3% |