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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 | $199,263 | $160,028+24.5% | $147,080+35.5% | $145,884+36.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 98.60%-81.3pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $12,950 | $5,286+145.0% | $4,933+162.5% | $4,662+177.8% |
| Participant deferral / active EE | $7,050 | $8,422-16.3% | $8,066-12.6% | $6,690+5.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |