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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 | $169,087 | $175,231-3.5% | $149,696+13.0% | $139,466+21.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 16.83% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $6,420 | $5,478+17.2% | $4,821+33.2% | $4,754+35.0% |
| Participant deferral / active EE | $4,825 | $6,521-26.0% | $5,682-15.1% | $6,712-28.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |