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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 | $108,465 | $102,393+5.9% | $147,041-26.2% | $80,911+34.1% |
| Participation rate | 84.6% | 75.9%+8.8pp | 82.2%+2.4pp | 67.6%+17.0pp |
| Annual return | 19.05% | 134.95%-115.9pp | 419.21%-400.2pp | 35.63%-16.6pp |
| Employer contribution / active EE | $4,467 | $3,715+20.2% | $4,935-9.5% | $2,756+62.1% |
| Participant deferral / active EE | $10,205 | $6,647+53.5% | $8,071+26.4% | $4,297+137.5% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |