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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 | $242,224 | $73,421+229.9% | $66,439+264.6% | $155,188+56.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 20.95% | 1382.37%-1361.4pp | 757.66%-736.7pp | 148.84%-127.9pp |
| Employer contribution / active EE | $6,212 | $3,039+104.4% | $2,637+135.6% | $4,248+46.2% |
| Participant deferral / active EE | $7,992 | $4,680+70.8% | $3,876+106.2% | $6,531+22.4% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |