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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 | $196,272 | $160,070+22.6% | $147,117+33.4% | $145,897+34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.45% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,326 | $5,285-56.0% | $4,932-52.8% | $4,663-50.1% |
| Participant deferral / active EE | $11,347 | $8,419+34.8% | $8,065+40.7% | $6,689+69.6% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |