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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 | $148,286 | $129,737+14.3% | $119,126+24.5% | $154,746-4.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.83% | 379.08%-366.3pp | 282.11%-269.3pp | 172.34%-159.5pp |
| Employer contribution / active EE | $7,925 | $4,375+81.1% | $4,034+96.5% | $4,379+81.0% |
| Participant deferral / active EE | $6,139 | $5,842+5.1% | $5,318+15.4% | $6,730-8.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |