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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 | $238,991 | $88,815+169.1% | $81,882+191.9% | $145,897+63.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.60% | 1033.75%-1016.1pp | 779.47%-761.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $8,588 | $3,086+178.3% | $2,916+194.5% | $4,663+84.2% |
| Participant deferral / active EE | $13,625 | $4,647+193.2% | $4,323+215.2% | $6,689+103.7% |
| Admin fee / account holder | $96 | $8,434-98.9% | $7,360-98.7% | $13,390-99.3% |