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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 | $160,040+53.8% | $147,096+67.4% | $145,877+68.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.19% | 98.49%-58.3pp | 419.75%-379.6pp | 551.28%-511.1pp |
| Employer contribution / active EE | $4,119 | $5,289-22.1% | $4,936-16.6% | $4,663-11.7% |
| Participant deferral / active EE | $17,042 | $8,429+102.2% | $8,071+111.2% | $6,691+154.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |