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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 | $169,131 | $171,492-1.4% | $150,734+12.2% | $198,609-14.8% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 14.73% | 804.70%-790.0pp | 600.81%-586.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $10,841 | $5,470+98.2% | $4,918+120.4% | $5,055+114.4% |
| Participant deferral / active EE | $7,666 | $6,259+22.5% | $5,610+36.7% | $6,977+9.9% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |