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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 | $201,201 | $150,447+33.7% | $136,298+47.6% | $147,586+36.3% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.00% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $8,764 | $5,256+66.7% | $4,696+86.6% | $4,876+79.7% |
| Participant deferral / active EE | $15,724 | $6,631+137.1% | $6,247+151.7% | $5,439+189.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |