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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 | $106,740 | $106,008+0.7% | $92,240+15.7% | $147,586-27.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.74% | 50.05%-36.3pp | 176.29%-162.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $6,321 | $4,333+45.9% | $3,680+71.8% | $4,876+29.6% |
| Participant deferral / active EE | $3,085 | $4,478-31.1% | $3,897-20.8% | $5,439-43.3% |
| Admin fee / account holder | $114 | $6,333-98.2% | $5,194-97.8% | $10,886-99.0% |