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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 | $222,632 | $169,356+31.5% | $129,406+72.0% | $145,897+52.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.54% | 14418.62%-14406.1pp | 9468.18%-9455.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $22,324 | $5,542+302.8% | $4,155+437.2% | $4,663+378.8% |
| Participant deferral / active EE | $37,608 | $4,987+654.2% | $4,167+802.5% | $6,689+462.2% |
| Admin fee / account holder | $133 | $9,915-98.7% | $7,689-98.3% | $13,390-99.0% |