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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 | $183,298 | $156,963+16.8% | $121,204+51.2% | $139,466+31.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.41% | 1476.75%-1459.3pp | 987.18%-969.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $24,518 | $5,544+342.2% | $4,170+488.0% | $4,754+415.7% |
| Participant deferral / active EE | $20,688 | $4,848+326.7% | $4,083+406.7% | $6,712+208.2% |
| Admin fee / account holder | $120 | $6,953-98.3% | $5,651-97.9% | $11,409-99.0% |