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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 | $97,320 | $93,346+4.3% | $71,796+35.6% | $273,972-64.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 117.24% | 130.39%-13.1pp | 78.04%+39.2pp | 41.46%+75.8pp |
| Employer contribution / active EE | $4,559 | $2,733+66.8% | $1,924+136.9% | $4,869-6.4% |
| Participant deferral / active EE | $10,579 | $3,475+204.4% | $2,794+278.6% | $5,287+100.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |