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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 | $106,730 | $150,197-28.9% | $120,368-11.3% | $145,959-26.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.77% | 154.26%-139.5pp | 107.26%-92.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $6,787 | $4,350+56.0% | $3,465+95.9% | $4,661+45.6% |
| Participant deferral / active EE | $7,307 | $6,174+18.4% | $4,991+46.4% | $6,689+9.3% |
| Admin fee / account holder | $162 | $12,216-98.7% | $9,429-98.3% | $13,398-98.8% |