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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 | $178,250 | $175,259+1.7% | $149,723+19.1% | $139,487+27.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.05% | 166.82%-134.8pp | 134.50%-102.4pp | 373.84%-341.8pp |
| Employer contribution / active EE | $15,186 | $5,478+177.2% | $4,821+215.0% | $4,755+219.4% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $3 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |