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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 | $164,729 | $165,361-0.4% | $149,715+10.0% | $158,950+3.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.04% | 348.24%-335.2pp | 276.66%-263.6pp | 302.91%-289.9pp |
| Employer contribution / active EE | $6,321 | $5,103+23.9% | $4,645+36.1% | $4,762+32.7% |
| Participant deferral / active EE | $8,524 | $7,182+18.7% | $6,842+24.6% | $5,983+42.5% |
| Admin fee / account holder | $49 | $10,808-99.5% | $9,310-99.5% | $11,248-99.6% |