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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 | $173,404 | $168,635+2.8% | $147,617+17.5% | $125,389+38.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.04% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $16,324 | $6,252+161.1% | $5,564+193.4% | $4,866+235.5% |
| Participant deferral / active EE | $5,252 | $5,507-4.6% | $4,895+7.3% | $5,352-1.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |