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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 | $105,712 | $73,546+43.7% | $63,018+67.7% | $147,586-28.4% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 34.73% | 175.56%-140.8pp | 87.62%-52.9pp | 578.59%-543.9pp |
| Employer contribution / active EE | $6,328 | $3,324+90.4% | $2,761+129.2% | $4,876+29.8% |
| Participant deferral / active EE | $5,868 | $4,185+40.2% | $3,330+76.2% | $5,439+7.9% |
| Admin fee / account holder | $238 | $5,956-96.0% | $3,601-93.4% | $10,886-97.8% |