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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 | $242,057 | $160,070+51.2% | $147,117+64.5% | $145,897+65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $19,675 | $5,285+272.3% | $4,932+298.9% | $4,663+322.0% |
| Participant deferral / active EE | $10,467 | $8,419+24.3% | $8,065+29.8% | $6,689+56.5% |
| Admin fee / account holder | $17 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |