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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 | $170,197 | $159,934+6.4% | $147,005+15.8% | $145,959+16.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.10% | 98.24%-77.1pp | 418.76%-397.7pp | 561.95%-540.8pp |
| Employer contribution / active EE | $17,968 | $5,287+239.8% | $4,934+264.2% | $4,661+285.5% |
| Participant deferral / active EE | $18,411 | $8,427+118.5% | $8,070+128.1% | $6,689+175.3% |
| Admin fee / account holder | $42 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |