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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 | $217,685 | $175,231+24.2% | $149,696+45.4% | $139,466+56.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.04% | 166.77%-137.7pp | 134.46%-105.4pp | 373.66%-344.6pp |
| Employer contribution / active EE | $11,873 | $5,478+116.7% | $4,821+146.3% | $4,754+149.8% |
| Participant deferral / active EE | $14,800 | $6,521+126.9% | $5,682+160.5% | $6,712+120.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |