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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 | $146,969 | $202,440-27.4% | $169,390-13.2% | $139,466+5.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.16% | 532.36%-514.2pp | 406.07%-387.9pp | 373.66%-355.5pp |
| Employer contribution / active EE | $17,579 | $4,693+274.6% | $4,013+338.1% | $4,754+269.8% |
| Participant deferral / active EE | $9,120 | $6,940+31.4% | $6,222+46.6% | $6,712+35.9% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |