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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 | $175,189 | $160,040+9.5% | $147,096+19.1% | $145,877+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 98.49%-80.5pp | 419.75%-401.8pp | 551.28%-533.3pp |
| Employer contribution / active EE | $20,280 | $5,289+283.4% | $4,936+310.9% | $4,663+334.9% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,691+14.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |