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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 | $237,564 | $90,530+162.4% | $76,030+212.5% | $145,897+62.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.48% | 625.08%-610.6pp | 361.54%-347.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $4,982 | $3,319+50.1% | $2,688+85.4% | $4,663+6.8% |
| Participant deferral / active EE | $21,550 | $5,164+317.3% | $4,257+406.2% | $6,689+222.2% |
| Admin fee / account holder | $18 | $8,383-99.8% | $6,421-99.7% | $13,390-99.9% |