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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 | $179,865 | $209,405-14.1% | $178,486+0.8% | $158,931+13.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.11% | 188.77%-148.7pp | 151.08%-111.0pp | 302.86%-262.8pp |
| Employer contribution / active EE | $9,988 | $5,707+75.0% | $5,011+99.3% | $4,761+109.8% |
| Participant deferral / active EE | $7,045 | $5,954+18.3% | $5,202+35.4% | $5,982+17.8% |
| Admin fee / account holder | $125 | $17,076-99.3% | $13,985-99.1% | $11,247-98.9% |