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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 | $169,727 | $144,124+17.8% | $117,857+44.0% | $147,585+15.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.03% | 531.17%-520.1pp | 335.09%-324.1pp | 578.57%-567.5pp |
| Employer contribution / active EE | $10,004 | $4,897+104.3% | $3,786+164.2% | $4,876+105.1% |
| Participant deferral / active EE | $10,113 | $5,316+90.2% | $4,482+125.6% | $5,439+85.9% |
| Admin fee / account holder | $38 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |