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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 | $197,543 | $209,422-5.7% | $178,503+10.7% | $158,982+24.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.10% | 188.81%-176.7pp | 151.12%-139.0pp | 302.99%-290.9pp |
| Employer contribution / active EE | $11,445 | $5,707+100.6% | $5,011+128.4% | $4,763+140.3% |
| Participant deferral / active EE | $7,100 | $5,955+19.2% | $5,202+36.5% | $5,983+18.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |