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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 | $183,286 | $159,978+14.6% | $147,041+24.6% | $145,978+25.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.75% | 98.36%-82.6pp | 419.21%-403.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $18,982 | $5,288+259.0% | $4,935+284.6% | $4,662+307.2% |
| Participant deferral / active EE | $13,781 | $8,429+63.5% | $8,071+70.8% | $6,690+106.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |