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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 | $122,003 | $175,259-30.4% | $149,723-18.5% | $139,487-12.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.19% | 166.82%-151.6pp | 134.50%-119.3pp | 373.84%-358.6pp |
| Employer contribution / active EE | $8,739 | $5,478+59.5% | $4,821+81.3% | $4,755+83.8% |
| Participant deferral / active EE | $7,207 | $6,522+10.5% | $5,682+26.8% | $6,713+7.4% |
| Admin fee / account holder | $295 | $16,158-98.2% | $13,215-97.8% | $11,407-97.4% |