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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 | $64,832 | $176,120-63.2% | $159,487-59.3% | $167,553-61.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.02% | 331.95%-315.9pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $13,234 | $5,299+149.7% | $4,831+173.9% | $4,840+173.5% |
| Participant deferral / active EE | $10,178 | $7,752+31.3% | $7,354+38.4% | $6,343+60.5% |
| Admin fee / account holder | $222 | $12,561-98.2% | $10,804-97.9% | $12,316-98.2% |