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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 | $112,798 | $209,874-46.3% | $189,537-40.5% | $167,536-32.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.34% | 748.61%-728.3pp | 555.34%-535.0pp | 478.82%-458.5pp |
| Employer contribution / active EE | $9,484 | $6,913+37.2% | $6,161+53.9% | $4,839+96.0% |
| Participant deferral / active EE | $11,398 | $8,934+27.6% | $8,220+38.7% | $6,342+79.7% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |