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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 | $156,979 | $156,9700% | $121,210+29.5% | $139,487+12.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.32% | 1477.10%-1462.8pp | 987.41%-973.1pp | 373.84%-359.5pp |
| Employer contribution / active EE | $10,822 | $5,546+95.1% | $4,171+159.5% | $4,755+127.6% |
| Participant deferral / active EE | $12,527 | $4,849+158.3% | $4,084+206.8% | $6,713+86.6% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |