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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 | $209,786 | $209,422+0.2% | $178,503+17.5% | $158,982+32.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.23% | 188.81%-171.6pp | 151.12%-133.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $11,765 | $5,707+106.1% | $5,011+134.8% | $4,763+147.0% |
| Participant deferral / active EE | $10,400 | $5,955+74.6% | $5,202+99.9% | $5,983+73.8% |
| Admin fee / account holder | $70 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |