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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 | $233,677 | $217,427+7.5% | $185,837+25.7% | $167,518+39.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.54% | 148.39%-129.9pp | 122.08%-103.5pp | 478.71%-460.2pp |
| Employer contribution / active EE | $7,680 | $5,874+30.7% | $5,168+48.6% | $4,838+58.7% |
| Participant deferral / active EE | $6,715 | $6,357+5.6% | $5,568+20.6% | $6,342+5.9% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |