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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 | $157,366 | $160,070-1.7% | $147,117+7.0% | $145,897+7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $16,868 | $5,285+219.2% | $4,932+242.0% | $4,663+261.8% |
| Participant deferral / active EE | $11,998 | $8,419+42.5% | $8,065+48.8% | $6,689+79.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |