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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 | $169,161+40.4% | $129,295+83.6% | $145,959+62.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.02% | 14348.07%-14338.0pp | 9429.28%-9419.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $17,300 | $5,543+212.1% | $4,157+316.2% | $4,661+271.2% |
| Participant deferral / active EE | $24,675 | $4,989+394.5% | $4,169+491.8% | $6,689+268.9% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |