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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 | $146,829 | $183,978-20.2% | $162,171-9.5% | $152,885-4.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.90% | 150.78%-114.9pp | 115.60%-79.7pp | 345.39%-309.5pp |
| Employer contribution / active EE | $13,813 | $6,370+116.9% | $5,613+146.1% | $4,763+190.0% |
| Participant deferral / active EE | $9,828 | $8,033+22.3% | $7,297+34.7% | $5,851+68.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |