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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 | $202,583 | $114,093+77.6% | $96,171+110.6% | $167,536+20.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 16.74% | 190.00%-173.3pp | 192.04%-175.3pp | 478.82%-462.1pp |
| Employer contribution / active EE | $9,501 | $3,429+177.0% | $2,799+239.5% | $4,839+96.3% |
| Participant deferral / active EE | $8,056 | $5,197+55.0% | $4,350+85.2% | $6,342+27.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |