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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 | $193,606 | $165,381+17.1% | $149,730+29.3% | $158,966+21.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.38% | 348.29%-331.9pp | 276.70%-260.3pp | 302.95%-286.6pp |
| Employer contribution / active EE | $12,406 | $5,104+143.1% | $4,645+167.1% | $4,762+160.5% |
| Participant deferral / active EE | $8,950 | $7,182+24.6% | $6,843+30.8% | $5,983+49.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |