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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 | $105,390 | $184,000-42.7% | $162,185-35.0% | $152,909-31.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.46% | 150.80%-129.3pp | 115.61%-94.1pp | 345.46%-324.0pp |
| Employer contribution / active EE | $7,500 | $6,370+17.7% | $5,613+33.6% | $4,764+57.4% |
| Participant deferral / active EE | $7,350 | $8,033-8.5% | $7,297+0.7% | $5,851+25.6% |
| Admin fee / account holder | $20 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |