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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 | $159,017 | $184,000-13.6% | $162,185-2.0% | $152,909+4.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.60% | 150.80%-124.2pp | 115.61%-89.0pp | 345.46%-318.9pp |
| Employer contribution / active EE | $10,075 | $6,370+58.2% | $5,613+79.5% | $4,764+111.5% |
| Participant deferral / active EE | $11,273 | $8,033+40.3% | $7,297+54.5% | $5,851+92.7% |
| Admin fee / account holder | $251 | $13,124-98.1% | $10,844-97.7% | $11,601-97.8% |