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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 | $219,242 | $109,411+100.4% | $89,435+145.1% | $158,982+37.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.83% | 345.68%-327.8pp | 245.55%-227.7pp | 302.99%-285.2pp |
| Employer contribution / active EE | $9,559 | $3,173+201.3% | $2,587+269.5% | $4,763+100.7% |
| Participant deferral / active EE | $6,724 | $4,600+46.2% | $3,890+72.8% | $5,983+12.4% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |