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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 | $140,345 | $166,242-15.6% | $165,071-15.0% | $145,884-3.8% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 246.27% | 100.44%+145.8pp | 70.17%+176.1pp | 551.85%-305.6pp |
| Employer contribution / active EE | $7,249 | $5,283+37.2% | $4,347+66.7% | $4,662+55.5% |
| Participant deferral / active EE | $9,582 | $6,964+37.6% | $6,035+58.8% | $6,690+43.2% |
| Admin fee / account holder | $15 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |