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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 | $204,512 | $160,028+27.8% | $147,080+39.0% | $145,884+40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.23% | 98.60%-85.4pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,745 | $5,286+27.6% | $4,933+36.7% | $4,662+44.7% |
| Participant deferral / active EE | $16,743 | $8,422+98.8% | $8,066+107.6% | $6,690+150.3% |
| Admin fee / account holder | $30 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |