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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 | $122,673 | $175,231-30.0% | $149,696-18.1% | $139,466-12.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.55% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $9,830 | $5,478+79.4% | $4,821+103.9% | $4,754+106.8% |
| Participant deferral / active EE | $7,576 | $6,521+16.2% | $5,682+33.3% | $6,712+12.9% |
| Admin fee / account holder | $239 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |