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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 | $94,733 | $209,874-54.9% | $189,537-50.0% | $167,536-43.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.15% | 748.61%-737.5pp | 555.34%-544.2pp | 478.82%-467.7pp |
| Employer contribution / active EE | $15,487 | $6,913+124.0% | $6,161+151.4% | $4,839+220.0% |
| Participant deferral / active EE | $11,991 | $8,934+34.2% | $8,220+45.9% | $6,342+89.1% |
| Admin fee / account holder | $34 | $14,299-99.8% | $12,048-99.7% | $12,315-99.7% |