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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 | $156,655 | $134,817+16.2% | $123,973+26.4% | $155,188+0.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 21.23% | 515.49%-494.3pp | 388.13%-366.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,992 | $4,425-32.4% | $4,126-27.5% | $4,248-29.6% |
| Participant deferral / active EE | $6,670 | $5,706+16.9% | $5,247+27.1% | $6,531+2.1% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |