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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 | $126,825 | $148,623-14.7% | $135,974-6.7% | $139,466-9.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 62.09% | 79.30%-17.2pp | 68.30%-6.2pp | 373.66%-311.6pp |
| Employer contribution / active EE | $7,068 | $5,246+34.7% | $4,859+45.5% | $4,754+48.7% |
| Participant deferral / active EE | $13,901 | $8,103+71.6% | $7,760+79.1% | $6,712+107.1% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |