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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 | $214,313 | $144,130+48.7% | $117,860+81.8% | $147,585+45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.74% | 531.20%-513.5pp | 335.10%-317.4pp | 578.58%-560.8pp |
| Employer contribution / active EE | $38,255 | $4,897+681.2% | $3,786+910.4% | $4,876+684.5% |
| Participant deferral / active EE | $40,500 | $5,316+661.8% | $4,482+803.6% | $5,439+644.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |