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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 | $162,722 | $149,040+9.2% | $120,225+35.3% | $137,256+18.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.36% | 605.68%-583.3pp | 439.23%-416.9pp | 220.34%-198.0pp |
| Employer contribution / active EE | $9,924 | $4,350+128.1% | $3,475+185.5% | $4,156+138.8% |
| Participant deferral / active EE | $9,534 | $4,655+104.8% | $3,999+138.4% | $6,407+48.8% |
| Admin fee / account holder | $85 | $6,348-98.7% | $5,696-98.5% | $12,270-99.3% |