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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 | $197,164 | $160,070+23.2% | $147,117+34.0% | $145,897+35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.41% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $11,336 | $5,285+114.5% | $4,932+129.8% | $4,663+143.1% |
| Participant deferral / active EE | $17,401 | $8,419+106.7% | $8,065+115.8% | $6,689+160.1% |
| Admin fee / account holder | $24 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |