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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 | $209,405-1.8% | $178,486+15.2% | $158,931+29.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.33% | 188.77%-172.4pp | 151.08%-134.7pp | 302.86%-286.5pp |
| Employer contribution / active EE | $11,406 | $5,707+99.9% | $5,011+127.6% | $4,761+139.5% |
| Participant deferral / active EE | $4,983 | $5,954-16.3% | $5,202-4.2% | $5,982-16.7% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |