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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 | $198,029 | $180,749+9.6% | $160,784+23.2% | $137,256+44.3% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 20.01% | 2234.46%-2214.5pp | 1803.92%-1783.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $9,783 | $4,155+135.4% | $3,733+162.1% | $4,156+135.4% |
| Participant deferral / active EE | $9,550 | $6,844+39.5% | $6,293+51.8% | $6,407+49.1% |
| Admin fee / account holder | $42 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |