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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 | $169,797 | $160,028+6.1% | $147,080+15.4% | $145,884+16.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.22% | 98.60%-62.4pp | 420.17%-383.9pp | 551.85%-515.6pp |
| Employer contribution / active EE | $32,300 | $5,286+511.1% | $4,933+554.7% | $4,662+592.8% |
| Participant deferral / active EE | $15,333 | $8,422+82.1% | $8,066+90.1% | $6,690+129.2% |
| Admin fee / account holder | $160 | $15,030-98.9% | $12,989-98.8% | $13,392-98.8% |