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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 | $167,031 | $160,070+4.3% | $147,117+13.5% | $145,897+14.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 98.69%-80.9pp | 420.54%-402.8pp | 552.29%-534.5pp |
| Employer contribution / active EE | $12,799 | $5,285+142.2% | $4,932+159.5% | $4,663+174.5% |
| Participant deferral / active EE | $12,195 | $8,419+44.8% | $8,065+51.2% | $6,689+82.3% |
| Admin fee / account holder | $268 | $15,035-98.2% | $12,993-97.9% | $13,390-98.0% |