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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 | $223,967 | $160,040+39.9% | $147,096+52.3% | $145,877+53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.52% | 98.49%-76.0pp | 419.75%-397.2pp | 551.28%-528.8pp |
| Employer contribution / active EE | $2,500 | $5,289-52.7% | $4,936-49.4% | $4,663-46.4% |
| Participant deferral / active EE | $12,200 | $8,429+44.7% | $8,071+51.2% | $6,691+82.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |