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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 | $156,706 | $160,070-2.1% | $147,117+6.5% | $145,897+7.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.33% | 98.69%-81.4pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $8,991 | $5,285+70.1% | $4,932+82.3% | $4,663+92.8% |
| Participant deferral / active EE | $24,875 | $8,419+195.4% | $8,065+208.4% | $6,689+271.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |