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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 | $215,014 | $160,070+34.3% | $147,117+46.2% | $145,897+47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,151 | $8,419+163.1% | $8,065+174.7% | $6,689+231.1% |
| Admin fee / account holder | $93 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |