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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 | $174,927 | $183,988-4.9% | $162,177+7.9% | $152,897+14.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 28.25% | 150.79%-122.5pp | 115.60%-87.4pp | 345.43%-317.2pp |
| Employer contribution / active EE | $8,838 | $6,370+38.7% | $5,613+57.4% | $4,764+85.5% |
| Participant deferral / active EE | $15,513 | $8,032+93.1% | $7,297+112.6% | $5,851+165.1% |
| Admin fee / account holder | $3 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |