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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 | $179,646 | $144,130+24.6% | $117,861+52.4% | $147,586+21.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 35.03% | 531.20%-496.2pp | 335.11%-300.1pp | 578.59%-543.6pp |
| Employer contribution / active EE | $17,523 | $4,897+257.8% | $3,786+362.8% | $4,876+259.3% |
| Participant deferral / active EE | $10,012 | $5,316+88.3% | $4,482+123.4% | $5,439+84.1% |
| Admin fee / account holder | $263 | $10,887-97.6% | $8,021-96.7% | $10,886-97.6% |