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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 | $106,287 | $183,988-42.2% | $162,177-34.5% | $152,897-30.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.37% | 150.79%-131.4pp | 115.60%-96.2pp | 345.43%-326.1pp |
| Employer contribution / active EE | $12,190 | $6,370+91.4% | $5,613+117.2% | $4,764+155.9% |
| Participant deferral / active EE | $12,499 | $8,032+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $156 | $13,123-98.8% | $10,843-98.6% | $11,599-98.7% |