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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 | $148,618 | $176,077-15.6% | $159,455-6.8% | $167,518-11.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.25% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.5pp |
| Employer contribution / active EE | $46,000 | $5,298+768.2% | $4,830+852.3% | $4,838+850.7% |
| Participant deferral / active EE | $9,744 | $7,751+25.7% | $7,353+32.5% | $6,342+53.6% |
| Admin fee / account holder | $28 | $12,556-99.8% | $10,800-99.7% | $12,312-99.8% |