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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 | $140,712 | $209,874-33.0% | $189,537-25.8% | $167,536-16.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.83% | 748.61%-724.8pp | 555.34%-531.5pp | 478.82%-455.0pp |
| Employer contribution / active EE | $17,665 | $6,913+155.5% | $6,161+186.7% | $4,839+265.0% |
| Participant deferral / active EE | $10,400 | $8,934+16.4% | $8,220+26.5% | $6,342+64.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |