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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 | $179,167 | $183,988-2.6% | $162,177+10.5% | $152,897+17.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 47.51% | 150.79%-103.3pp | 115.60%-68.1pp | 345.43%-297.9pp |
| Employer contribution / active EE | $15,018 | $6,370+135.8% | $5,613+167.6% | $4,764+215.3% |
| Participant deferral / active EE | $10,750 | $8,032+33.8% | $7,297+47.3% | $5,851+83.7% |
| Admin fee / account holder | $65 | $13,123-99.5% | $10,843-99.4% | $11,599-99.4% |