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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 | $175,961 | $160,059+9.9% | $140,019+25.7% | $135,382+30.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 26.74% | 911.44%-884.7pp | 651.15%-624.4pp | 519.77%-493.0pp |
| Employer contribution / active EE | $19,935 | $6,420+210.5% | $5,605+255.6% | $4,779+317.2% |
| Participant deferral / active EE | $7,821 | $7,641+2.4% | $6,927+12.9% | $5,609+39.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |