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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 | $241,066 | $96,419+150.0% | $80,648+198.9% | $139,487+72.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.97% | 1352.86%-1334.9pp | 937.21%-919.2pp | 373.84%-355.9pp |
| Employer contribution / active EE | $28,354 | $3,261+769.4% | $2,724+941.1% | $4,755+496.3% |
| Participant deferral / active EE | $20,910 | $5,225+300.2% | $4,443+370.6% | $6,713+211.5% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |