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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 | $102,087 | $183,988-44.5% | $162,177-37.1% | $152,897-33.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.65% | 150.79%-135.1pp | 115.60%-100.0pp | 345.43%-329.8pp |
| Employer contribution / active EE | $8,510 | $6,370+33.6% | $5,613+51.6% | $4,764+78.7% |
| Participant deferral / active EE | $9,928 | $8,032+23.6% | $7,297+36.1% | $5,851+69.7% |
| Admin fee / account holder | $175 | $13,123-98.7% | $10,843-98.4% | $11,599-98.5% |