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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 | $198,807 | $166,268+19.6% | $165,100+20.4% | $145,897+36.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.98% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $10,501 | $5,284+98.7% | $4,348+141.5% | $4,663+125.2% |
| Participant deferral / active EE | $10,506 | $6,964+50.9% | $6,035+74.1% | $6,689+57.1% |
| Admin fee / account holder | $60 | $16,659-99.6% | $12,696-99.5% | $13,390-99.6% |