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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 | $183,292 | $198,457-7.6% | $170,435+7.5% | $147,586+24.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.76% | 257.30%-241.5pp | 205.94%-190.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $10,757 | $6,183+74.0% | $5,432+98.0% | $4,876+120.6% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |