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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 | $138,330 | $99,011+39.7% | $86,582+59.8% | $147,586-6.3% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 14.71% | 1312.75%-1298.0pp | 965.08%-950.4pp | 578.59%-563.9pp |
| Employer contribution / active EE | $7,341 | $3,132+134.4% | $2,839+158.5% | $4,876+50.5% |
| Participant deferral / active EE | $4,615 | $3,972+16.2% | $3,609+27.9% | $5,439-15.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |