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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 | $249,138 | $156,927+58.8% | $121,169+105.6% | $139,456+78.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.70% | 1475.85%-1458.2pp | 986.71%-969.0pp | 373.45%-355.8pp |
| Employer contribution / active EE | $16,679 | $5,542+201.0% | $4,168+300.2% | $4,753+250.9% |
| Participant deferral / active EE | $20,910 | $4,848+331.3% | $4,083+412.2% | $6,711+211.6% |
| Admin fee / account holder | $232 | $6,946-96.7% | $5,645-95.9% | $11,407-98.0% |