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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 | $215,712 | $88,754+143.0% | $81,820+163.6% | $145,877+47.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.04% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $14,477 | $3,085+369.2% | $2,915+396.6% | $4,663+210.5% |
| Participant deferral / active EE | $10,776 | $4,648+131.9% | $4,323+149.3% | $6,691+61.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |