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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 | $189,726 | $160,070+18.5% | $147,117+29.0% | $145,897+30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.73% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $8,000 | $5,285+51.4% | $4,932+62.2% | $4,663+71.6% |
| Participant deferral / active EE | $30,500 | $8,419+262.3% | $8,065+278.2% | $6,689+356.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |