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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 | $158,320 | $202,326-21.8% | $172,745-8.4% | $152,870+3.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.13% | 1029.72%-1011.6pp | 802.90%-784.8pp | 345.34%-327.2pp |
| Employer contribution / active EE | $9,129 | $5,858+55.8% | $5,144+77.5% | $4,763+91.7% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,197+82.8% | $5,850+62.4% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |