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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 | $176,120-15.6% | $159,487-6.8% | $167,553-11.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.25% | 331.95%-318.7pp | 263.71%-250.5pp | 478.89%-465.6pp |
| Employer contribution / active EE | $46,000 | $5,299+768.0% | $4,831+852.1% | $4,840+850.5% |
| Participant deferral / active EE | $9,744 | $7,752+25.7% | $7,354+32.5% | $6,343+53.6% |
| Admin fee / account holder | $28 | $12,561-99.8% | $10,804-99.7% | $12,316-99.8% |