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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 | $153,462 | $88,778+72.9% | $81,844+87.5% | $145,884+5.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.28% | 1033.03%-1012.7pp | 778.87%-758.6pp | 551.85%-531.6pp |
| Employer contribution / active EE | $8,003 | $3,087+159.3% | $2,916+174.4% | $4,662+71.7% |
| Participant deferral / active EE | $9,627 | $4,648+107.1% | $4,323+122.7% | $6,690+43.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |