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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 | $168,003 | $144,124+16.6% | $117,857+42.5% | $147,585+13.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.73% | 531.17%-514.4pp | 335.09%-318.4pp | 578.57%-561.8pp |
| Employer contribution / active EE | $13,317 | $4,897+172.0% | $3,786+251.7% | $4,876+173.1% |
| Participant deferral / active EE | $11,009 | $5,316+107.1% | $4,482+145.6% | $5,439+102.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |