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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 | $163,742 | $112,112+46.1% | $95,956+70.6% | $158,950+3.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.06% | 171.15%-156.1pp | 91.63%-76.6pp | 302.91%-287.9pp |
| Employer contribution / active EE | $27,720 | $3,199+766.6% | $2,541+990.8% | $4,762+482.1% |
| Participant deferral / active EE | $15,160 | $4,784+216.9% | $4,167+263.8% | $5,983+153.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |