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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 | $158,518 | $138,078+14.8% | $125,363+26.4% | $134,509+17.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 519.31% | 750.49%-231.2pp | 572.15%-52.8pp | 418.13%+101.2pp |
| Employer contribution / active EE | $7,785 | $5,245+48.4% | $4,815+61.7% | $4,741+64.2% |
| Participant deferral / active EE | $8,860 | $7,800+13.6% | $7,447+19.0% | $6,400+38.4% |
| Admin fee / account holder | $45 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |