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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 | $211,717 | $160,028+32.3% | $147,080+43.9% | $145,884+45.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.35% | 98.60%-80.2pp | 420.17%-401.8pp | 551.85%-533.5pp |
| Employer contribution / active EE | $9,227 | $5,286+74.6% | $4,933+87.0% | $4,662+97.9% |
| Participant deferral / active EE | $22,385 | $8,422+165.8% | $8,066+177.5% | $6,690+234.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |