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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 | $178,608 | $183,988-2.9% | $162,177+10.1% | $152,897+16.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.5%+10.9pp |
| Annual return | 18.19% | 150.79%-132.6pp | 115.60%-97.4pp | 345.43%-327.2pp |
| Employer contribution / active EE | $12,428 | $6,370+95.1% | $5,613+121.4% | $4,764+160.9% |
| Participant deferral / active EE | $13,998 | $8,032+74.3% | $7,297+91.8% | $5,851+139.2% |
| Admin fee / account holder | $21 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |