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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 | $163,807 | $184,000-11.0% | $162,185+1.0% | $152,909+7.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.67% | 150.80%-129.1pp | 115.61%-93.9pp | 345.46%-323.8pp |
| Employer contribution / active EE | $5,310 | $6,370-16.6% | $5,613-5.4% | $4,764+11.5% |
| Participant deferral / active EE | $18,387 | $8,033+128.9% | $7,297+152.0% | $5,851+214.2% |
| Admin fee / account holder | -$318 | $13,124-102.4% | $10,844-102.9% | $11,601-102.7% |