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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 | $221,539 | $160,028+38.4% | $147,080+50.6% | $145,884+51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.89% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $10,140 | $5,286+91.8% | $4,933+105.6% | $4,662+117.5% |
| Participant deferral / active EE | $7,725 | $8,422-8.3% | $8,066-4.2% | $6,690+15.5% |
| Admin fee / account holder | $188 | $15,030-98.7% | $12,989-98.6% | $13,392-98.6% |