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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 | $205,627 | $209,422-1.8% | $178,503+15.2% | $158,982+29.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.33% | 188.81%-172.5pp | 151.12%-134.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $11,406 | $5,707+99.9% | $5,011+127.6% | $4,763+139.5% |
| Participant deferral / active EE | $4,983 | $5,955-16.3% | $5,202-4.2% | $5,983-16.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |