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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 | $227,872 | $165,399+37.8% | $149,745+52.2% | $158,982+43.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.80% | 348.34%-321.5pp | 276.72%-249.9pp | 302.99%-276.2pp |
| Employer contribution / active EE | $21,750 | $5,105+326.1% | $4,646+368.2% | $4,763+356.7% |
| Participant deferral / active EE | $12,000 | $7,183+67.1% | $6,843+75.4% | $5,983+100.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |