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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 | $108,773 | $175,231-37.9% | $149,696-27.3% | $139,466-22.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.32% | 166.77%-155.5pp | 134.46%-123.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $10,780 | $5,478+96.8% | $4,821+123.6% | $4,754+126.8% |
| Participant deferral / active EE | $8,150 | $6,521+25.0% | $5,682+43.4% | $6,712+21.4% |
| Admin fee / account holder | $3 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |