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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 | $223,887 | $209,422+6.9% | $178,503+25.4% | $158,982+40.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.40% | 188.81%-179.4pp | 151.12%-141.7pp | 302.99%-293.6pp |
| Employer contribution / active EE | $2,228 | $5,707-61.0% | $5,011-55.5% | $4,763-53.2% |
| Participant deferral / active EE | $11,282 | $5,955+89.5% | $5,202+116.9% | $5,983+88.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |