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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 | $189,913 | $159,978+18.7% | $147,041+29.2% | $145,978+30.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.30% | 98.36%-82.1pp | 419.21%-402.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $10,655 | $5,288+101.5% | $4,935+115.9% | $4,662+128.5% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,690+71.9% |
| Admin fee / account holder | $106 | $15,053-99.3% | $13,006-99.2% | $13,400-99.2% |