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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 | $237,665 | $202,463+17.4% | $169,397+40.3% | $139,487+70.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 27.97% | 532.64%-504.7pp | 406.23%-378.3pp | 373.84%-345.9pp |
| Employer contribution / active EE | $6,085 | $4,694+29.6% | $4,013+51.6% | $4,755+28.0% |
| Participant deferral / active EE | $30,000 | $6,941+332.2% | $6,223+382.1% | $6,713+346.9% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |