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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 | $161,437 | $135,645+19.0% | $110,243+46.4% | $135,380+19.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.39% | 513.24%-507.8pp | 314.76%-309.4pp | 519.81%-514.4pp |
| Employer contribution / active EE | $14,013 | $4,907+185.6% | $3,827+266.2% | $4,779+193.2% |
| Participant deferral / active EE | $9,556 | $5,507+73.5% | $4,672+104.5% | $5,609+70.4% |
| Admin fee / account holder | $107 | $11,458-99.1% | $8,548-98.7% | $10,828-99.0% |