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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 | $224,756 | $176,077+27.6% | $159,455+41.0% | $167,518+34.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.67% | 331.83%-314.2pp | 263.63%-246.0pp | 478.71%-461.0pp |
| Employer contribution / active EE | $12,822 | $5,298+142.0% | $4,830+165.4% | $4,838+165.0% |
| Participant deferral / active EE | $7,493 | $7,751-3.3% | $7,353+1.9% | $6,342+18.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |