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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 | $175,552 | $176,120-0.3% | $159,487+10.1% | $167,553+4.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.58% | 331.95%-318.4pp | 263.71%-250.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $3,900 | $5,299-26.4% | $4,831-19.3% | $4,840-19.4% |
| Participant deferral / active EE | $13,900 | $7,752+79.3% | $7,354+89.0% | $6,343+119.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |