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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 | $208,188 | $202,440+2.8% | $169,390+22.9% | $139,466+49.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.83% | 532.36%-516.5pp | 406.07%-390.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $22,322 | $4,693+375.7% | $4,013+456.3% | $4,754+369.6% |
| Participant deferral / active EE | $20,625 | $6,940+197.2% | $6,222+231.5% | $6,712+207.3% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |