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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 | $148,381 | $209,422-29.1% | $178,503-16.9% | $158,982-6.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.52% | 188.81%-177.3pp | 151.12%-139.6pp | 302.99%-291.5pp |
| Employer contribution / active EE | $23,337 | $5,707+308.9% | $5,011+365.7% | $4,763+390.0% |
| Participant deferral / active EE | $7,716 | $5,955+29.6% | $5,202+48.3% | $5,983+28.9% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |