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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 | $89,846 | $198,457-54.7% | $170,435-47.3% | $147,586-39.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.65% | 257.30%-238.7pp | 205.94%-187.3pp | 578.59%-559.9pp |
| Employer contribution / active EE | $7,500 | $6,183+21.3% | $5,432+38.1% | $4,876+53.8% |
| Participant deferral / active EE | $5,899 | $5,629+4.8% | $4,939+19.4% | $5,439+8.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |