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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 | $203,008 | $175,257+15.8% | $149,717+35.6% | $139,456+45.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.13% | 166.70%-144.6pp | 134.41%-112.3pp | 373.45%-351.3pp |
| Employer contribution / active EE | $4,856 | $5,477-11.3% | $4,820+0.8% | $4,753+2.2% |
| Participant deferral / active EE | $4,904 | $6,521-24.8% | $5,682-13.7% | $6,711-26.9% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |