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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 | $166,089-15.5% | $164,928-14.9% | $145,978-3.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 246.27% | 100.26%+146.0pp | 70.08%+176.2pp | 550.52%-304.2pp |
| Employer contribution / active EE | $7,249 | $5,276+37.4% | $4,343+66.9% | $4,662+55.5% |
| Participant deferral / active EE | $9,582 | $6,961+37.6% | $6,034+58.8% | $6,690+43.2% |
| Admin fee / account holder | $15 | $16,641-99.9% | $12,684-99.9% | $13,400-99.9% |