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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 | $238,322 | $160,070+48.9% | $147,117+62.0% | $145,897+63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.74% | 98.69%-62.9pp | 420.54%-384.8pp | 552.29%-516.5pp |
| Employer contribution / active EE | $5,974 | $5,285+13.0% | $4,932+21.1% | $4,663+28.1% |
| Participant deferral / active EE | $15,011 | $8,419+78.3% | $8,065+86.1% | $6,689+124.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |