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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 | $104,714 | $159,934-34.5% | $147,005-28.8% | $145,959-28.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 39.19% | 98.24%-59.1pp | 418.76%-379.6pp | 561.95%-522.8pp |
| Employer contribution / active EE | $7,323 | $5,287+38.5% | $4,934+48.4% | $4,661+57.1% |
| Participant deferral / active EE | $14,369 | $8,427+70.5% | $8,070+78.1% | $6,689+114.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |