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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 | $104,191 | $106,003-1.7% | $92,236+13.0% | $147,585-29.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 15.76% | 50.05%-34.3pp | 176.29%-160.5pp | 578.57%-562.8pp |
| Employer contribution / active EE | $3,968 | $4,333-8.4% | $3,679+7.8% | $4,876-18.6% |
| Participant deferral / active EE | $3,406 | $4,478-23.9% | $3,897-12.6% | $5,439-37.4% |
| Admin fee / account holder | $242 | $6,333-96.2% | $5,194-95.3% | $10,885-97.8% |