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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 | $134,376 | $175,231-23.3% | $149,696-10.2% | $139,466-3.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.32% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $9,112 | $5,478+66.3% | $4,821+89.0% | $4,754+91.7% |
| Participant deferral / active EE | $9,446 | $6,521+44.8% | $5,682+66.2% | $6,712+40.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |