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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 | $234,185 | $165,361+41.6% | $149,715+56.4% | $158,950+47.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.45% | 348.24%-321.8pp | 276.66%-250.2pp | 302.91%-276.5pp |
| Employer contribution / active EE | $11,465 | $5,103+124.7% | $4,645+146.8% | $4,762+140.8% |
| Participant deferral / active EE | $6,968 | $7,182-3.0% | $6,842+1.8% | $5,983+16.5% |
| Admin fee / account holder | $23 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |