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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 | $216,331 | $72,071+200.2% | $68,368+216.4% | $137,256+57.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.13% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $17,700 | $2,788+534.9% | $2,649+568.2% | $4,156+325.9% |
| Participant deferral / active EE | $8,850 | $4,410+100.7% | $4,123+114.7% | $6,407+38.1% |
| Admin fee / account holder | $82 | $5,336-98.5% | $5,150-98.4% | $12,270-99.3% |