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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 | $238,995 | $168,635+41.7% | $147,617+61.9% | $125,389+90.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.40% | 77.65%-77.2pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $13,471 | $6,252+115.5% | $5,564+142.1% | $4,866+176.8% |
| Participant deferral / active EE | $9,447 | $5,507+71.5% | $4,895+93.0% | $5,352+76.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |