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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 | $207,264 | $159,978+29.6% | $147,041+41.0% | $145,978+42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 98.36%-83.4pp | 419.21%-404.2pp | 550.52%-535.6pp |
| Employer contribution / active EE | $18,871 | $5,288+256.9% | $4,935+282.4% | $4,662+304.8% |
| Participant deferral / active EE | $15,314 | $8,429+81.7% | $8,071+89.7% | $6,690+128.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |