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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 | $168,888 | $175,259-3.6% | $149,723+12.8% | $139,487+21.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.26% | 166.82%-144.6pp | 134.50%-112.2pp | 373.84%-351.6pp |
| Employer contribution / active EE | $27,805 | $5,478+407.5% | $4,821+476.7% | $4,755+484.8% |
| Participant deferral / active EE | $20,233 | $6,522+210.3% | $5,682+256.1% | $6,713+201.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |