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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 | $182,640 | $160,040+14.1% | $147,096+24.2% | $145,877+25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $8,973 | $5,289+69.6% | $4,936+81.8% | $4,663+92.4% |
| Participant deferral / active EE | $14,268 | $8,429+69.3% | $8,071+76.8% | $6,691+113.2% |
| Admin fee / account holder | $17 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |