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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 | $114,870 | $169,336-32.2% | $129,384-11.2% | $145,884-21.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.44% | 14408.70%-14389.3pp | 9461.77%-9442.3pp | 551.85%-532.4pp |
| Employer contribution / active EE | $8,187 | $5,540+47.8% | $4,153+97.1% | $4,662+75.6% |
| Participant deferral / active EE | $17,833 | $4,985+257.7% | $4,166+328.1% | $6,690+166.6% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |