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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 | $189,564 | $138,114+37.3% | $125,391+51.2% | $134,545+40.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 5.59% | 750.88%-745.3pp | 572.41%-566.8pp | 418.37%-412.8pp |
| Employer contribution / active EE | $15,359 | $5,246+192.8% | $4,816+218.9% | $4,742+223.9% |
| Participant deferral / active EE | $13,036 | $7,801+67.1% | $7,448+75.0% | $6,401+103.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |