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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 | $245,160 | $209,874+16.8% | $189,537+29.3% | $167,536+46.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.90% | 748.61%-729.7pp | 555.34%-536.4pp | 478.82%-459.9pp |
| Employer contribution / active EE | $12,111 | $6,913+75.2% | $6,161+96.6% | $4,839+150.3% |
| Participant deferral / active EE | $10,584 | $8,934+18.5% | $8,220+28.8% | $6,342+66.9% |
| Admin fee / account holder | $54 | $14,299-99.6% | $12,048-99.6% | $12,315-99.6% |