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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 | $168,697 | $198,461-15.0% | $170,436-1.0% | $147,585+14.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.58% | 257.30%-241.7pp | 205.94%-190.4pp | 578.57%-563.0pp |
| Employer contribution / active EE | $11,747 | $6,184+90.0% | $5,433+116.2% | $4,876+140.9% |
| Participant deferral / active EE | $5,143 | $5,629-8.6% | $4,939+4.1% | $5,439-5.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |