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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 | $136,571 | $144,130-5.2% | $117,861+15.9% | $147,586-7.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.41% | 531.20%-521.8pp | 335.11%-325.7pp | 578.59%-569.2pp |
| Employer contribution / active EE | $5,189 | $4,897+6.0% | $3,786+37.1% | $4,876+6.4% |
| Participant deferral / active EE | $5,385 | $5,316+1.3% | $4,482+20.1% | $5,439-1.0% |
| Admin fee / account holder | $31 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |