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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 | $243,721 | $90,489+169.3% | $76,051+220.5% | $145,978+67.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.36% | 622.78%-611.4pp | 360.42%-349.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $4,270 | $3,319+28.6% | $2,690+58.7% | $4,662-8.4% |
| Participant deferral / active EE | $17,946 | $5,164+247.5% | $4,257+321.5% | $6,690+168.3% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |