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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 | $143,745 | $144,130-0.3% | $117,860+22.0% | $147,585-2.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.76% | 531.20%-520.4pp | 335.10%-324.3pp | 578.58%-567.8pp |
| Employer contribution / active EE | $9,604 | $4,897+96.1% | $3,786+153.7% | $4,876+96.9% |
| Participant deferral / active EE | $12,005 | $5,316+125.8% | $4,482+167.9% | $5,439+120.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |