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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 | $133,767 | $180,459-25.9% | $154,108-13.2% | $135,380-1.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.50% | 888.21%-882.7pp | 735.21%-729.7pp | 519.81%-514.3pp |
| Employer contribution / active EE | $7,686 | $6,035+27.4% | $5,298+45.1% | $4,779+60.8% |
| Participant deferral / active EE | $2,313 | $5,806-60.2% | $5,081-54.5% | $5,609-58.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |