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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 | $169,744 | $183,627-7.6% | $155,602+9.1% | $145,978+16.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 131.77% | 61.32%+70.5pp | 64.81%+67.0pp | 550.52%-418.7pp |
| Employer contribution / active EE | $13,535 | $5,316+154.6% | $4,675+189.5% | $4,662+190.3% |
| Participant deferral / active EE | $4,904 | $6,466-24.2% | $5,629-12.9% | $6,690-26.7% |
| Admin fee / account holder | $89 | $19,327-99.5% | $15,923-99.4% | $13,400-99.3% |