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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 | $181,722 | $160,070+13.5% | $147,117+23.5% | $145,897+24.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.21% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $9,868 | $5,285+86.7% | $4,932+100.1% | $4,663+111.6% |
| Participant deferral / active EE | $13,414 | $8,419+59.3% | $8,065+66.3% | $6,689+100.5% |
| Admin fee / account holder | $101 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |