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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 | $171,598 | $149,040+15.1% | $120,225+42.7% | $137,256+25.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.33% | 605.68%-585.4pp | 439.23%-418.9pp | 220.34%-200.0pp |
| Employer contribution / active EE | $24,374 | $4,350+460.3% | $3,475+601.3% | $4,156+486.5% |
| Participant deferral / active EE | $9,955 | $4,655+113.9% | $3,999+148.9% | $6,407+55.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |