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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 | $175,465 | $175,231+0.1% | $149,696+17.2% | $139,466+25.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 43.41% | 166.77%-123.4pp | 134.46%-91.0pp | 373.66%-330.3pp |
| Employer contribution / active EE | $9,490 | $5,478+73.2% | $4,821+96.9% | $4,754+99.6% |
| Participant deferral / active EE | $6,741 | $6,521+3.4% | $5,682+18.6% | $6,712+0.4% |
| Admin fee / account holder | $128 | $16,155-99.2% | $13,212-99.0% | $11,409-98.9% |