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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 | $144,750 | $184,000-21.3% | $162,185-10.7% | $152,909-5.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 48.51% | 150.80%-102.3pp | 115.61%-67.1pp | 345.46%-297.0pp |
| Employer contribution / active EE | $8,400 | $6,370+31.9% | $5,613+49.6% | $4,764+76.3% |
| Participant deferral / active EE | $11,000 | $8,033+36.9% | $7,297+50.7% | $5,851+88.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |