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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 | $209,338 | $209,4220% | $178,503+17.3% | $158,982+31.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.63% | 188.81%-170.2pp | 151.12%-132.5pp | 302.99%-284.4pp |
| Employer contribution / active EE | $15,594 | $5,707+173.3% | $5,011+211.2% | $4,763+227.4% |
| Participant deferral / active EE | $13,225 | $5,955+122.1% | $5,202+154.2% | $5,983+121.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |