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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 | $217,938 | $160,028+36.2% | $147,080+48.2% | $145,884+49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $22,360 | $5,286+323.0% | $4,933+353.3% | $4,662+379.6% |
| Participant deferral / active EE | $24,667 | $8,422+192.9% | $8,066+205.8% | $6,690+268.7% |
| Admin fee / account holder | $10 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |