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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 | $88,775 | $183,988-51.7% | $162,177-45.3% | $152,897-41.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 193.91% | 150.79%+43.1pp | 115.60%+78.3pp | 345.43%-151.5pp |
| Employer contribution / active EE | $15,421 | $6,370+142.1% | $5,613+174.7% | $4,764+223.7% |
| Participant deferral / active EE | $7,968 | $8,032-0.8% | $7,297+9.2% | $5,851+36.2% |
| Admin fee / account holder | $149 | $13,123-98.9% | $10,843-98.6% | $11,599-98.7% |