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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 | $196,013 | $183,988+6.5% | $162,177+20.9% | $152,897+28.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.66% | 150.79%-128.1pp | 115.60%-92.9pp | 345.43%-322.8pp |
| Employer contribution / active EE | $13,609 | $6,370+113.6% | $5,613+142.4% | $4,764+185.7% |
| Participant deferral / active EE | $9,500 | $8,032+18.3% | $7,297+30.2% | $5,851+62.4% |
| Admin fee / account holder | $19 | $13,123-99.9% | $10,843-99.8% | $11,599-99.8% |