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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 | $221,248 | $210,698+5.0% | $178,014+24.3% | $145,959+51.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.09% | 386.27%-372.2pp | 294.80%-280.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $13,632 | $4,567+198.5% | $3,950+245.1% | $4,661+192.5% |
| Participant deferral / active EE | $15,250 | $6,958+119.2% | $6,276+143.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |