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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 | $177,936 | $124,175+43.3% | $108,405+64.1% | $167,553+6.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.97% | 1380.13%-1365.2pp | 905.55%-890.6pp | 478.89%-463.9pp |
| Employer contribution / active EE | $11,665 | $4,188+178.5% | $3,559+227.8% | $4,840+141.0% |
| Participant deferral / active EE | $6,846 | $6,908-0.9% | $6,563+4.3% | $6,343+7.9% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |