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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 | $104,616 | $184,000-43.1% | $162,185-35.5% | $152,909-31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.02% | 150.80%-127.8pp | 115.61%-92.6pp | 345.46%-322.4pp |
| Employer contribution / active EE | $8,493 | $6,370+33.3% | $5,613+51.3% | $4,764+78.3% |
| Participant deferral / active EE | $4,323 | $8,033-46.2% | $7,297-40.8% | $5,851-26.1% |
| Admin fee / account holder | $29 | $13,124-99.8% | $10,844-99.7% | $11,601-99.8% |