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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 | $175,976 | $159,934+10.0% | $147,005+19.7% | $145,959+20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 98.24%-84.7pp | 418.76%-405.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $24,129 | $5,287+356.3% | $4,934+389.0% | $4,661+417.7% |
| Participant deferral / active EE | $11,800 | $8,427+40.0% | $8,070+46.2% | $6,689+76.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |