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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 | $223,305 | $99,011+125.5% | $86,582+157.9% | $147,586+51.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.40% | 1312.75%-1298.3pp | 965.08%-950.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $21,489 | $3,132+586.1% | $2,839+656.8% | $4,876+340.7% |
| Participant deferral / active EE | $10,728 | $3,972+170.1% | $3,609+197.3% | $5,439+97.2% |
| Admin fee / account holder | $99 | $5,709-98.3% | $4,904-98.0% | $10,886-99.1% |