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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 | $166,379 | $202,440-17.8% | $169,390-1.8% | $139,466+19.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 634.07% | 532.36%+101.7pp | 406.07%+228.0pp | 373.66%+260.4pp |
| Employer contribution / active EE | $911 | $4,693-80.6% | $4,013-77.3% | $4,754-80.8% |
| Participant deferral / active EE | $15,000 | $6,940+116.1% | $6,222+141.1% | $6,712+123.5% |
| Admin fee / account holder | $20 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |