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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 | $200,245 | $198,461+0.9% | $170,436+17.5% | $147,585+35.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.84% | 257.30%-240.5pp | 205.94%-189.1pp | 578.57%-561.7pp |
| Employer contribution / active EE | $13,323 | $6,184+115.5% | $5,433+145.2% | $4,876+173.2% |
| Participant deferral / active EE | $12,217 | $5,629+117.0% | $4,939+147.3% | $5,439+124.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |