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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 | $166,242+22.5% | $165,071+23.4% | $145,884+39.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.73% | 100.44%-88.7pp | 70.17%-58.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $14,772 | $5,283+179.6% | $4,347+239.8% | $4,662+216.9% |
| Participant deferral / active EE | $8,570 | $6,964+23.1% | $6,035+42.0% | $6,690+28.1% |
| Admin fee / account holder | $1 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |