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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 | $148,321 | $175,212-15.3% | $149,682-0.9% | $139,427+6.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.60% | 166.63%-155.0pp | 134.35%-122.8pp | 373.27%-361.7pp |
| Employer contribution / active EE | $8,885 | $5,475+62.3% | $4,818+84.4% | $4,752+87.0% |
| Participant deferral / active EE | $12,442 | $6,520+90.8% | $5,681+119.0% | $6,711+85.4% |
| Admin fee / account holder | $196 | $16,150-98.8% | $13,210-98.5% | $11,404-98.3% |