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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 | $131,946 | $183,988-28.3% | $162,177-18.6% | $152,897-13.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.57% | 150.79%-122.2pp | 115.60%-87.0pp | 345.43%-316.9pp |
| Employer contribution / active EE | $11,942 | $6,370+87.5% | $5,613+112.8% | $4,764+150.7% |
| Participant deferral / active EE | $14,202 | $8,032+76.8% | $7,297+94.6% | $5,851+142.7% |
| Admin fee / account holder | $24 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |