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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 | $195,240 | $160,070+22.0% | $147,117+32.7% | $145,897+33.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $27,430 | $5,285+419.1% | $4,932+456.1% | $4,663+488.3% |
| Participant deferral / active EE | $19,194 | $8,419+128.0% | $8,065+138.0% | $6,689+186.9% |
| Admin fee / account holder | $110 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |