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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 | $214,895 | $160,040+34.3% | $147,096+46.1% | $145,877+47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.72% | 98.49%-77.8pp | 419.75%-399.0pp | 551.28%-530.6pp |
| Employer contribution / active EE | $18,072 | $5,289+241.7% | $4,936+266.1% | $4,663+287.6% |
| Participant deferral / active EE | $22,780 | $8,429+170.3% | $8,071+182.2% | $6,691+240.5% |
| Admin fee / account holder | $124 | $15,050-99.2% | $13,005-99.0% | $13,402-99.1% |