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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 | $215,972 | $160,028+35.0% | $147,080+46.8% | $145,884+48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.26% | 98.60%-80.3pp | 420.17%-401.9pp | 551.85%-533.6pp |
| Employer contribution / active EE | $20,301 | $5,286+284.1% | $4,933+311.5% | $4,662+335.4% |
| Participant deferral / active EE | $19,970 | $8,422+137.1% | $8,066+147.6% | $6,690+198.5% |
| Admin fee / account holder | $230 | $15,030-98.5% | $12,989-98.2% | $13,392-98.3% |