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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 | $166,608 | $198,457-16.0% | $170,435-2.2% | $147,586+12.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.43% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $7,257 | $6,183+17.4% | $5,432+33.6% | $4,876+48.8% |
| Participant deferral / active EE | $5,218 | $5,629-7.3% | $4,939+5.6% | $5,439-4.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |