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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 | $159,898 | $209,888-23.8% | $189,545-15.6% | $167,553-4.6% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 18.71% | 748.66%-730.0pp | 555.36%-536.7pp | 478.89%-460.2pp |
| Employer contribution / active EE | $11,761 | $6,915+70.1% | $6,162+90.8% | $4,840+143.0% |
| Participant deferral / active EE | $11,813 | $8,934+32.2% | $8,220+43.7% | $6,343+86.2% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |