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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 | $72,936 | $183,988-60.4% | $162,177-55.0% | $152,897-52.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.12% | 150.79%-124.7pp | 115.60%-89.5pp | 345.43%-319.3pp |
| Employer contribution / active EE | $5,412 | $6,370-15.0% | $5,613-3.6% | $4,764+13.6% |
| Participant deferral / active EE | $6,496 | $8,032-19.1% | $7,297-11.0% | $5,851+11.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |