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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 | $159,978+6.1% | $147,041+15.5% | $145,978+16.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.22% | 98.36%-62.1pp | 419.21%-383.0pp | 550.52%-514.3pp |
| Employer contribution / active EE | $32,300 | $5,288+510.8% | $4,935+554.5% | $4,662+592.9% |
| Participant deferral / active EE | $15,333 | $8,429+81.9% | $8,071+90.0% | $6,690+129.2% |
| Admin fee / account holder | $160 | $15,053-98.9% | $13,006-98.8% | $13,400-98.8% |