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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 | $203,626 | $166,268+22.5% | $165,100+23.3% | $145,897+39.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.73% | 100.52%-88.8pp | 70.21%-58.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $14,772 | $5,284+179.6% | $4,348+239.7% | $4,663+216.8% |
| Participant deferral / active EE | $8,570 | $6,964+23.1% | $6,035+42.0% | $6,689+28.1% |
| Admin fee / account holder | $1 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |