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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 | $242,081 | $209,874+15.3% | $189,537+27.7% | $167,536+44.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.42% | 748.61%-728.2pp | 555.34%-534.9pp | 478.82%-458.4pp |
| Employer contribution / active EE | $18,150 | $6,913+162.5% | $6,161+194.6% | $4,839+275.1% |
| Participant deferral / active EE | $10,296 | $8,934+15.3% | $8,220+25.3% | $6,342+62.3% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |