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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 | $132,806 | $102,393+29.7% | $147,041-9.7% | $80,911+64.1% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 20.42% | 134.95%-114.5pp | 419.21%-398.8pp | 35.63%-15.2pp |
| Employer contribution / active EE | $4,172 | $3,715+12.3% | $4,935-15.5% | $2,756+51.4% |
| Participant deferral / active EE | $10,111 | $6,647+52.1% | $8,071+25.3% | $4,297+135.3% |
| Admin fee / account holder | $2 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |