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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 | $194,514 | $165,399+17.6% | $149,745+29.9% | $158,982+22.3% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 18.09% | 348.34%-330.2pp | 276.72%-258.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $10,953 | $5,105+114.6% | $4,646+135.8% | $4,763+130.0% |
| Participant deferral / active EE | $4,747 | $7,183-33.9% | $6,843-30.6% | $5,983-20.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |