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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 | $160,040+34.4% | $147,096+46.2% | $145,877+47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,151 | $8,429+162.8% | $8,071+174.4% | $6,691+231.1% |
| Admin fee / account holder | $93 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |