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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 | $171,345 | $202,463-15.4% | $169,397+1.1% | $139,487+22.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.65% | 532.64%-515.0pp | 406.23%-388.6pp | 373.84%-356.2pp |
| Employer contribution / active EE | $8,613 | $4,694+83.5% | $4,013+114.6% | $4,755+81.1% |
| Participant deferral / active EE | $13,863 | $6,941+99.7% | $6,223+122.8% | $6,713+106.5% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |