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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 | $106,618 | $102,429+4.1% | $147,096-27.5% | $80,925+31.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 26.88% | 135.02%-108.1pp | 419.75%-392.9pp | 35.65%-8.8pp |
| Employer contribution / active EE | $3,974 | $3,716+7.0% | $4,936-19.5% | $2,756+44.2% |
| Participant deferral / active EE | $14,091 | $6,649+111.9% | $8,071+74.6% | $4,299+227.8% |
| Admin fee / account holder | $154 | $7,957-98.1% | $13,005-98.8% | $6,940-97.8% |