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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 | $213,185 | $159,978+33.3% | $147,041+45.0% | $145,978+46.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 98.36%-87.3pp | 419.21%-408.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $4,081 | $5,288-22.8% | $4,935-17.3% | $4,662-12.5% |
| Participant deferral / active EE | $15,826 | $8,429+87.8% | $8,071+96.1% | $6,690+136.6% |
| Admin fee / account holder | $159 | $15,053-98.9% | $13,006-98.8% | $13,400-98.8% |