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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 | $210,537 | $176,077+19.6% | $159,455+32.0% | $167,518+25.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.20% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $6,308 | $5,298+19.1% | $4,830+30.6% | $4,838+30.4% |
| Participant deferral / active EE | $8,821 | $7,751+13.8% | $7,353+20.0% | $6,342+39.1% |
| Admin fee / account holder | $63 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |