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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 | $246,176 | $160,070+53.8% | $147,117+67.3% | $145,897+68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.19% | 98.69%-58.5pp | 420.54%-380.4pp | 552.29%-512.1pp |
| Employer contribution / active EE | $4,119 | $5,285-22.1% | $4,932-16.5% | $4,663-11.7% |
| Participant deferral / active EE | $17,042 | $8,419+102.4% | $8,065+111.3% | $6,689+154.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |