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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 | $160,564 | $160,070+0.3% | $147,117+9.1% | $145,897+10.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.09% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $12,285 | $5,285+132.5% | $4,932+149.1% | $4,663+163.5% |
| Participant deferral / active EE | $5,998 | $8,419-28.8% | $8,065-25.6% | $6,689-10.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |