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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 | $74,257 | $198,462-62.6% | $170,439-56.4% | $147,585-49.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.06% | 257.30%-233.2pp | 205.94%-181.9pp | 578.58%-554.5pp |
| Employer contribution / active EE | $23,529 | $6,184+280.5% | $5,433+333.1% | $4,876+382.5% |
| Participant deferral / active EE | $13,200 | $5,629+134.5% | $4,939+167.2% | $5,439+142.7% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |