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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 | $167,091 | $138,076+21.0% | $123,553+35.2% | $135,380+23.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 22.20% | 153.70%-131.5pp | 119.21%-97.0pp | 519.81%-497.6pp |
| Employer contribution / active EE | $10,929 | $5,152+112.1% | $4,628+136.1% | $4,779+128.7% |
| Participant deferral / active EE | $8,635 | $6,800+27.0% | $6,426+34.4% | $5,609+53.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |