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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 | $188,827 | $160,070+18.0% | $147,117+28.4% | $145,897+29.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.81% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $9,500 | $5,285+79.8% | $4,932+92.6% | $4,663+103.7% |
| Participant deferral / active EE | $15,000 | $8,419+78.2% | $8,065+86.0% | $6,689+124.2% |
| Admin fee / account holder | $163 | $15,035-98.9% | $12,993-98.7% | $13,390-98.8% |