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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 | $125,747 | $103,000+22.1% | $90,300+39.3% | $152,885-17.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $4,598 | $3,138+46.5% | $2,854+61.1% | $4,763-3.5% |
| Participant deferral / active EE | $4,618 | $4,281+7.9% | $3,884+18.9% | $5,851-21.1% |
| Admin fee / account holder | $76 | $6,173-98.8% | $5,353-98.6% | $11,598-99.3% |