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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 | $135,606 | $124,175+9.2% | $108,405+25.1% | $167,536-19.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.71% | 1380.13%-1363.4pp | 905.55%-888.8pp | 478.82%-462.1pp |
| Employer contribution / active EE | $8,089 | $4,188+93.2% | $3,559+127.3% | $4,839+67.2% |
| Participant deferral / active EE | $9,750 | $6,908+41.1% | $6,563+48.6% | $6,342+53.7% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |