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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 | $159,934+24.6% | $147,005+35.5% | $145,959+36.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 98.24%-80.9pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $12,950 | $5,287+144.9% | $4,934+162.5% | $4,661+177.9% |
| Participant deferral / active EE | $7,050 | $8,427-16.3% | $8,070-12.6% | $6,689+5.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |