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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 | $75,439 | $175,231-56.9% | $149,696-49.6% | $139,466-45.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.20% | 166.77%-136.6pp | 134.46%-104.3pp | 373.66%-343.5pp |
| Employer contribution / active EE | $8,619 | $5,478+57.3% | $4,821+78.8% | $4,754+81.3% |
| Participant deferral / active EE | $12,082 | $6,521+85.3% | $5,682+112.6% | $6,712+80.0% |
| Admin fee / account holder | $4 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |