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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 | $159,978+19.9% | $147,041+30.4% | $145,978+31.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.21% | 98.36%-73.1pp | 419.21%-394.0pp | 550.52%-525.3pp |
| Employer contribution / active EE | $8,325 | $5,288+57.4% | $4,935+68.7% | $4,662+78.6% |
| Participant deferral / active EE | $14,542 | $8,429+72.5% | $8,071+80.2% | $6,690+117.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |