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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 | $225,159 | $209,847+7.3% | $189,520+18.8% | $167,518+34.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 31.29% | 748.45%-717.2pp | 555.25%-524.0pp | 478.71%-447.4pp |
| Employer contribution / active EE | $20,000 | $6,913+189.3% | $6,161+224.6% | $4,838+313.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |