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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 | $201,991 | $209,422-3.5% | $178,503+13.2% | $158,982+27.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.19% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $12,188 | $5,707+113.6% | $5,011+143.2% | $4,763+155.9% |
| Participant deferral / active EE | $7,054 | $5,955+18.5% | $5,202+35.6% | $5,983+17.9% |
| Admin fee / account holder | $43 | $17,079-99.8% | $13,987-99.7% | $11,252-99.6% |