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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 | $239,109 | $159,934+49.5% | $147,005+62.7% | $145,959+63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.51% | 98.24%-86.7pp | 418.76%-407.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $28,503 | $5,287+439.1% | $4,934+477.7% | $4,661+511.5% |
| Participant deferral / active EE | $20,000 | $8,427+137.3% | $8,070+147.8% | $6,689+199.0% |
| Admin fee / account holder | $210 | $15,053-98.6% | $13,006-98.4% | $13,398-98.4% |