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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 | $185,184 | $175,231+5.7% | $149,696+23.7% | $139,466+32.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.91% | 166.77%-145.9pp | 134.46%-113.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $8,457 | $5,478+54.4% | $4,821+75.4% | $4,754+77.9% |
| Participant deferral / active EE | $21,675 | $6,521+232.4% | $5,682+281.5% | $6,712+222.9% |
| Admin fee / account holder | $29 | $16,155-99.8% | $13,212-99.8% | $11,409-99.7% |