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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 | $194,521 | $209,847-7.3% | $189,520+2.6% | $167,518+16.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.32% | 748.45%-724.1pp | 555.25%-530.9pp | 478.71%-454.4pp |
| Employer contribution / active EE | $22,407 | $6,913+224.1% | $6,161+263.7% | $4,838+363.1% |
| Participant deferral / active EE | $18,047 | $8,934+102.0% | $8,220+119.5% | $6,342+184.6% |
| Admin fee / account holder | $42 | $14,295-99.7% | $12,046-99.7% | $12,312-99.7% |