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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 | $162,529+0.1% | $130,788+24.4% | $154,746+5.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.36% | 510.48%-488.1pp | 386.44%-364.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $9,924 | $4,447+123.1% | $3,558+178.9% | $4,379+126.6% |
| Participant deferral / active EE | $9,534 | $4,808+98.3% | $4,137+130.4% | $6,730+41.7% |
| Admin fee / account holder | $85 | $7,669-98.9% | $6,673-98.7% | $14,365-99.4% |