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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 | $191,747 | $160,070+19.8% | $147,117+30.3% | $145,897+31.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.21% | 98.69%-73.5pp | 420.54%-395.3pp | 552.29%-527.1pp |
| Employer contribution / active EE | $8,325 | $5,285+57.5% | $4,932+68.8% | $4,663+78.5% |
| Participant deferral / active EE | $14,542 | $8,419+72.7% | $8,065+80.3% | $6,689+117.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |