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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 | $249,139 | $176,077+41.5% | $159,455+56.2% | $167,518+48.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.12% | 331.83%-316.7pp | 263.63%-248.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $11,581 | $5,298+118.6% | $4,830+139.8% | $4,838+139.3% |
| Participant deferral / active EE | $6,072 | $7,751-21.7% | $7,353-17.4% | $6,342-4.3% |
| Admin fee / account holder | $22 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |