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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 | $196,967 | $202,463-2.7% | $169,397+16.3% | $139,487+41.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 532.64%-517.7pp | 406.23%-391.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $6,577 | $4,694+40.1% | $4,013+63.9% | $4,755+38.3% |
| Participant deferral / active EE | $6,000 | $6,941-13.5% | $6,223-3.6% | $6,713-10.6% |
| Admin fee / account holder | $206 | $10,726-98.1% | $9,017-97.7% | $11,407-98.2% |