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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 | $237,420 | $169,356+40.2% | $129,406+83.5% | $145,897+62.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.02% | 14418.62%-14408.6pp | 9468.18%-9458.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $17,300 | $5,542+212.2% | $4,155+316.3% | $4,663+271.0% |
| Participant deferral / active EE | $24,675 | $4,987+394.8% | $4,167+492.1% | $6,689+268.9% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |