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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 | $228,093 | $180,749+26.2% | $160,784+41.9% | $137,256+66.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.99% | 2234.46%-2215.5pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $13,362 | $4,155+221.6% | $3,733+258.0% | $4,156+221.5% |
| Participant deferral / active EE | $2,205 | $6,844-67.8% | $6,293-65.0% | $6,407-65.6% |
| Admin fee / account holder | $172 | $10,397-98.3% | $9,717-98.2% | $12,270-98.6% |