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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 | $220,321 | $160,028+37.7% | $147,080+49.8% | $145,884+51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.02% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.8pp |
| Employer contribution / active EE | $6,975 | $5,286+32.0% | $4,933+41.4% | $4,662+49.6% |
| Participant deferral / active EE | $16,361 | $8,422+94.3% | $8,066+102.8% | $6,690+144.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |