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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 | $170,337 | $202,460-15.9% | $169,385+0.6% | $139,456+22.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.40% | 532.07%-515.7pp | 405.82%-389.4pp | 373.45%-357.0pp |
| Employer contribution / active EE | $14,332 | $4,691+205.5% | $4,012+257.3% | $4,753+201.6% |
| Participant deferral / active EE | $20,000 | $6,938+188.3% | $6,221+221.5% | $6,711+198.0% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |