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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 | $141,699 | $175,257-19.1% | $149,717-5.4% | $139,456+1.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.11% | 166.70%-155.6pp | 134.41%-123.3pp | 373.45%-362.3pp |
| Employer contribution / active EE | $10,508 | $5,477+91.9% | $4,820+118.0% | $4,753+121.1% |
| Participant deferral / active EE | $7,646 | $6,521+17.2% | $5,682+34.6% | $6,711+13.9% |
| Admin fee / account holder | $113 | $16,156-99.3% | $13,213-99.1% | $11,407-99.0% |