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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 | $232,463 | $165,351+40.6% | $149,710+55.3% | $158,931+46.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.19% | 348.19%-329.0pp | 276.63%-257.4pp | 302.86%-283.7pp |
| Employer contribution / active EE | $22,230 | $5,103+335.6% | $4,645+378.6% | $4,761+366.9% |
| Participant deferral / active EE | $17,220 | $7,181+139.8% | $6,842+151.7% | $5,982+187.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |