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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 | $105,153 | $209,422-49.8% | $178,503-41.1% | $158,982-33.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.74% | 188.81%-159.1pp | 151.12%-121.4pp | 302.99%-273.2pp |
| Employer contribution / active EE | $15,789 | $5,707+176.7% | $5,011+215.1% | $4,763+231.5% |
| Participant deferral / active EE | $7,857 | $5,955+31.9% | $5,202+51.0% | $5,983+31.3% |
| Admin fee / account holder | $10 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |