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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 | $154,641 | $202,440-23.6% | $169,390-8.7% | $139,466+10.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.94% | 532.36%-514.4pp | 406.07%-388.1pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,823 | $4,693-61.2% | $4,013-54.6% | $4,754-61.7% |
| Participant deferral / active EE | $11,269 | $6,940+62.4% | $6,222+81.1% | $6,712+67.9% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |