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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 | $201,603 | $159,978+26.0% | $147,041+37.1% | $145,978+38.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.22% | 98.36%-88.1pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $2,800 | $5,288-47.1% | $4,935-43.3% | $4,662-39.9% |
| Participant deferral / active EE | $17,385 | $8,429+106.3% | $8,071+115.4% | $6,690+159.9% |
| Admin fee / account holder | $247 | $15,053-98.4% | $13,006-98.1% | $13,400-98.2% |