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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 | $249,196 | $171,492+45.3% | $150,734+65.3% | $198,609+25.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.00% | 804.70%-790.7pp | 600.81%-586.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $15,530 | $5,470+183.9% | $4,918+215.8% | $5,055+207.2% |
| Participant deferral / active EE | $9,983 | $6,259+59.5% | $5,610+78.0% | $6,977+43.1% |
| Admin fee / account holder | $48 | $17,628-99.7% | $14,905-99.7% | $19,030-99.7% |