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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 | $102,385+5.9% | $147,080-26.3% | $80,935+34.0% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 19.05% | 135.09%-116.0pp | 420.17%-401.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $4,467 | $3,717+20.2% | $4,933-9.4% | $2,757+62.1% |
| Participant deferral / active EE | $10,205 | $6,651+53.4% | $8,066+26.5% | $4,299+137.4% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |