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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 | $99,011+19.5% | $86,582+36.7% | $147,586-19.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.81% | 1312.75%-1298.9pp | 965.08%-951.3pp | 578.59%-564.8pp |
| 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 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |