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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 | $141,833 | $209,428-32.3% | $178,498-20.5% | $158,950-10.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.24% | 188.78%-155.5pp | 151.09%-117.9pp | 302.91%-269.7pp |
| Employer contribution / active EE | $8,866 | $5,707+55.3% | $5,011+76.9% | $4,762+86.2% |
| Participant deferral / active EE | $9,953 | $5,955+67.1% | $5,202+91.3% | $5,983+66.4% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |