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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 | $129,138 | $102,429+26.1% | $147,096-12.2% | $80,925+59.6% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 12.55% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,158 | $3,716-15.0% | $4,936-36.0% | $2,756+14.6% |
| Participant deferral / active EE | $9,118 | $6,649+37.1% | $8,071+13.0% | $4,299+112.1% |
| Admin fee / account holder | $1 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |