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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 | $231,769 | $160,028+44.8% | $147,080+57.6% | $145,884+58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.05% | 98.60%-70.5pp | 420.17%-392.1pp | 551.85%-523.8pp |
| Employer contribution / active EE | $12,608 | $5,286+138.5% | $4,933+155.6% | $4,662+170.4% |
| Participant deferral / active EE | $7,878 | $8,422-6.5% | $8,066-2.3% | $6,690+17.8% |
| Admin fee / account holder | $89 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |