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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 | $202,607 | $165,351+22.5% | $149,710+35.3% | $158,931+27.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.46% | 348.19%-336.7pp | 276.63%-265.2pp | 302.86%-291.4pp |
| Employer contribution / active EE | $10,895 | $5,103+113.5% | $4,645+134.6% | $4,761+128.8% |
| Participant deferral / active EE | $21,393 | $7,181+197.9% | $6,842+212.7% | $5,982+257.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |