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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 | $141,835 | $73,546+92.9% | $63,018+125.1% | $147,586-3.9% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.8%+12.2pp | 82.8%+4.1pp |
| Annual return | 15.10% | 175.56%-160.5pp | 87.62%-72.5pp | 578.59%-563.5pp |
| Employer contribution / active EE | $4,936 | $3,324+48.5% | $2,761+78.8% | $4,876+1.2% |
| Participant deferral / active EE | $7,765 | $4,185+85.6% | $3,330+133.2% | $5,439+42.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |