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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 | $160,040+13.5% | $147,096+23.5% | $145,877+24.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.21% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $9,868 | $5,289+86.6% | $4,936+99.9% | $4,663+111.6% |
| Participant deferral / active EE | $13,414 | $8,429+59.1% | $8,071+66.2% | $6,691+100.5% |
| Admin fee / account holder | $101 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |