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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 | $211,540 | $198,457+6.6% | $170,435+24.1% | $147,586+43.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.73% | 257.30%-237.6pp | 205.94%-186.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $14,768 | $6,183+138.8% | $5,432+171.9% | $4,876+202.9% |
| Participant deferral / active EE | $10,917 | $5,629+93.9% | $4,939+121.0% | $5,439+100.7% |
| Admin fee / account holder | $234 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |