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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 | $174,796 | $183,988-5.0% | $162,177+7.8% | $152,897+14.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.23% | 150.79%-127.6pp | 115.60%-92.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $14,598 | $6,370+129.2% | $5,613+160.1% | $4,764+206.5% |
| Participant deferral / active EE | $10,533 | $8,032+31.1% | $7,297+44.4% | $5,851+80.0% |
| Admin fee / account holder | $20 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |