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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 | $193,677 | $165,399+17.1% | $149,745+29.3% | $158,982+21.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.38% | 348.34%-336.0pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $6,871 | $5,105+34.6% | $4,646+47.9% | $4,763+44.3% |
| Participant deferral / active EE | $3,429 | $7,183-52.3% | $6,843-49.9% | $5,983-42.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |