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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 | $243,832 | $160,070+52.3% | $147,117+65.7% | $145,897+67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,985 | $8,419+196.8% | $8,065+209.8% | $6,689+273.5% |
| Admin fee / account holder | $35 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |