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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 | $221,931 | $175,231+26.7% | $149,696+48.3% | $139,466+59.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.09% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $12,838 | $5,478+134.4% | $4,821+166.3% | $4,754+170.1% |
| Participant deferral / active EE | $14,166 | $6,521+117.2% | $5,682+149.3% | $6,712+111.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |