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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 | $214,443 | $209,422+2.4% | $178,503+20.1% | $158,982+34.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.63% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,275 | $5,707-60.1% | $5,011-54.6% | $4,763-52.2% |
| Participant deferral / active EE | $4,684 | $5,955-21.4% | $5,202-10.0% | $5,983-21.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |