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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 | $210,946 | $183,539+14.9% | $155,556+35.6% | $145,897+44.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.89% | 61.31%-46.4pp | 64.84%-49.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $8,839 | $5,315+66.3% | $4,675+89.1% | $4,663+89.6% |
| Participant deferral / active EE | $9,133 | $6,467+41.2% | $5,631+62.2% | $6,689+36.5% |
| Admin fee / account holder | $4 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |