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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 | $160,028+33.2% | $147,080+44.9% | $145,884+46.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $4,081 | $5,286-22.8% | $4,933-17.3% | $4,662-12.5% |
| Participant deferral / active EE | $15,826 | $8,422+87.9% | $8,066+96.2% | $6,690+136.6% |
| Admin fee / account holder | $159 | $15,030-98.9% | $12,989-98.8% | $13,392-98.8% |