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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 | $241,728 | $150,447+60.7% | $136,298+77.4% | $147,586+63.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.58% | 1049.15%-1025.6pp | 5156.27%-5132.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $17,017 | $5,256+223.7% | $4,696+262.4% | $4,876+249.0% |
| Participant deferral / active EE | $3,750 | $6,631-43.4% | $6,247-40.0% | $5,439-31.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |