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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 | $118,325 | $99,017+19.5% | $86,587+36.7% | $147,585-19.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.81% | 1312.37%-1298.6pp | 964.86%-951.0pp | 578.56%-564.7pp |
| Employer contribution / active EE | $14,953 | $3,132+377.4% | $2,839+426.6% | $4,876+206.6% |
| Participant deferral / active EE | $12,815 | $3,972+222.6% | $3,609+255.1% | $5,439+135.6% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |