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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 | $203,437 | $209,422-2.9% | $178,503+14.0% | $158,982+28.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.70% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $8,739 | $5,707+53.1% | $5,011+74.4% | $4,763+83.5% |
| Participant deferral / active EE | $6,288 | $5,955+5.6% | $5,202+20.9% | $5,983+5.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |