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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 | $221,956 | $160,070+38.7% | $147,117+50.9% | $145,897+52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.39% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $13,961 | $5,285+164.2% | $4,932+183.0% | $4,663+199.4% |
| Participant deferral / active EE | $8,960 | $8,419+6.4% | $8,065+11.1% | $6,689+33.9% |
| Admin fee / account holder | $134 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |