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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 | $154,873 | $209,888-26.2% | $189,545-18.3% | $167,553-7.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.95% | 748.66%-722.7pp | 555.36%-529.4pp | 478.89%-452.9pp |
| Employer contribution / active EE | $16,161 | $6,915+133.7% | $6,162+162.3% | $4,840+233.9% |
| Participant deferral / active EE | $7,400 | $8,934-17.2% | $8,220-10.0% | $6,343+16.7% |
| Admin fee / account holder | $19 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |