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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 | $181,256 | $114,130+58.8% | $96,192+88.4% | $167,553+8.2% |
| Participation rate | 94.4% | 75.1%+19.4pp | 68.4%+26.0pp | 82.1%+12.3pp |
| Annual return | 15.81% | 190.07%-174.3pp | 192.09%-176.3pp | 478.89%-463.1pp |
| Employer contribution / active EE | $5,241 | $3,431+52.8% | $2,799+87.2% | $4,840+8.3% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $46 | $6,901-99.3% | $5,539-99.2% | $12,316-99.6% |