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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 | $199,723 | $175,259+14.0% | $149,723+33.4% | $139,487+43.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 80.34% | 166.82%-86.5pp | 134.50%-54.2pp | 373.84%-293.5pp |
| Employer contribution / active EE | $3,386 | $5,478-38.2% | $4,821-29.8% | $4,755-28.8% |
| Participant deferral / active EE | $8,784 | $6,522+34.7% | $5,682+54.6% | $6,713+30.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |