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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 | $160,136 | $159,934+0.1% | $147,005+8.9% | $145,959+9.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,303 | $5,287-56.5% | $4,934-53.3% | $4,661-50.6% |
| Participant deferral / active EE | $6,955 | $8,427-17.5% | $8,070-13.8% | $6,689+4.0% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |