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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 | $226,042 | $100,938+123.9% | $90,461+149.9% | $158,982+42.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 14.42% | 1727.20%-1712.8pp | 1294.76%-1280.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $4,026 | $3,691+9.0% | $3,264+23.3% | $4,763-15.5% |
| Participant deferral / active EE | $16,250 | $4,350+273.6% | $3,964+309.9% | $5,983+171.6% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |