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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 | $157,489 | $198,457-20.6% | $170,435-7.6% | $147,586+6.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.33% | 257.30%-237.0pp | 205.94%-185.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $8,401 | $6,183+35.9% | $5,432+54.6% | $4,876+72.3% |
| Participant deferral / active EE | $15,592 | $5,629+177.0% | $4,939+215.7% | $5,439+186.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |