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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 | $105,830 | $209,888-49.6% | $189,545-44.2% | $167,553-36.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.69% | 748.66%-729.0pp | 555.36%-535.7pp | 478.89%-459.2pp |
| Employer contribution / active EE | $9,504 | $6,915+37.4% | $6,162+54.2% | $4,840+96.4% |
| Participant deferral / active EE | $11,645 | $8,934+30.3% | $8,220+41.7% | $6,343+83.6% |
| Admin fee / account holder | $77 | $14,300-99.5% | $12,049-99.4% | $12,316-99.4% |