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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 | $160,028+0.1% | $147,080+8.9% | $145,884+9.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.60%-84.9pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,303 | $5,286-56.4% | $4,933-53.3% | $4,662-50.6% |
| Participant deferral / active EE | $6,955 | $8,422-17.4% | $8,066-13.8% | $6,690+4.0% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |