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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 | $197,225 | $165,381+19.3% | $149,730+31.7% | $158,966+24.1% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 19.58% | 348.29%-328.7pp | 276.70%-257.1pp | 302.95%-283.4pp |
| Employer contribution / active EE | $11,076 | $5,104+117.0% | $4,645+138.4% | $4,762+132.6% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |