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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 | $176,386 | $165,381+6.7% | $149,730+17.8% | $158,966+11.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.19% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.8pp |
| Employer contribution / active EE | $10,581 | $5,104+107.3% | $4,645+127.8% | $4,762+122.2% |
| Participant deferral / active EE | $7,470 | $7,182+4.0% | $6,843+9.2% | $5,983+24.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |