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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 | $162,186 | $175,259-7.5% | $149,723+8.3% | $139,487+16.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.10% | 166.82%-148.7pp | 134.50%-116.4pp | 373.84%-355.7pp |
| Employer contribution / active EE | $10,744 | $5,478+96.1% | $4,821+122.8% | $4,755+126.0% |
| Participant deferral / active EE | $10,008 | $6,522+53.5% | $5,682+76.1% | $6,713+49.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |