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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 | $102,275 | $185,856-45.0% | $170,028-39.8% | $139,456-26.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 133.82% | 60.52%+73.3pp | 53.39%+80.4pp | 373.45%-239.6pp |
| Employer contribution / active EE | $4,968 | $7,593-34.6% | $6,788-26.8% | $4,753+4.5% |
| Participant deferral / active EE | $12,110 | $11,623+4.2% | $10,409+16.3% | $6,711+80.4% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |