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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 | $157,334 | $209,847-25.0% | $189,520-17.0% | $167,518-6.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.52% | 748.45%-733.9pp | 555.25%-540.7pp | 478.71%-464.2pp |
| Employer contribution / active EE | $6,510 | $6,913-5.8% | $6,161+5.7% | $4,838+34.6% |
| Participant deferral / active EE | $14,113 | $8,934+58.0% | $8,220+71.7% | $6,342+122.5% |
| Admin fee / account holder | $77 | $14,295-99.5% | $12,046-99.4% | $12,312-99.4% |