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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 | $150,346-29.0% | $120,524-11.4% | $145,877-26.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.77% | 154.40%-139.6pp | 107.36%-92.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $6,787 | $4,353+55.9% | $3,469+95.7% | $4,663+45.6% |
| Participant deferral / active EE | $7,307 | $6,172+18.4% | $4,994+46.3% | $6,691+9.2% |
| Admin fee / account holder | $162 | $12,215-98.7% | $9,440-98.3% | $13,402-98.8% |