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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 | $229,529 | $175,231+31.0% | $149,696+53.3% | $139,466+64.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.55% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $14,692 | $5,478+168.2% | $4,821+204.8% | $4,754+209.0% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,712+123.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |