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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 | $171,257 | $175,231-2.3% | $149,696+14.4% | $139,466+22.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.32% | 166.77%-149.5pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $8,769 | $5,478+60.1% | $4,821+81.9% | $4,754+84.5% |
| Participant deferral / active EE | $9,845 | $6,521+51.0% | $5,682+73.3% | $6,712+46.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |