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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 | $172,221 | $99,011+73.9% | $86,582+98.9% | $147,586+16.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.98% | 1312.75%-1291.8pp | 965.08%-944.1pp | 578.59%-557.6pp |
| Employer contribution / active EE | $3,604 | $3,132+15.1% | $2,839+26.9% | $4,876-26.1% |
| Participant deferral / active EE | $15,348 | $3,972+286.4% | $3,609+325.3% | $5,439+182.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |