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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 | $190,993 | $160,070+19.3% | $147,117+29.8% | $145,897+30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,427 | $5,285-54.1% | $4,932-50.8% | $4,663-47.9% |
| Participant deferral / active EE | $4,368 | $8,419-48.1% | $8,065-45.8% | $6,689-34.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |