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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 | $226,318 | $197,819+14.4% | $155,789+45.3% | $125,388+80.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.57% | 86.73%-85.2pp | 71.54%-70.0pp | 282.24%-280.7pp |
| Employer contribution / active EE | $9,375 | $4,850+93.3% | $3,839+144.2% | $4,866+92.7% |
| Participant deferral / active EE | $16,073 | $5,631+185.4% | $4,798+235.0% | $5,352+200.3% |
| Admin fee / account holder | $196 | $9,544-97.9% | $7,477-97.4% | $9,541-97.9% |