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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 | $188,906 | $165,381+14.2% | $149,730+26.2% | $158,966+18.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.22% | 348.29%-333.1pp | 276.70%-261.5pp | 302.95%-287.7pp |
| Employer contribution / active EE | $12,185 | $5,104+138.7% | $4,645+162.3% | $4,762+155.9% |
| Participant deferral / active EE | $16,761 | $7,182+133.4% | $6,843+144.9% | $5,983+180.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |