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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 | $217,240 | $154,754+40.4% | $124,206+74.9% | $138,895+56.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.61% | 709.28%-691.7pp | 515.27%-497.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $16,541 | $4,446+272.0% | $3,540+367.2% | $4,194+294.4% |
| Participant deferral / active EE | $15,363 | $4,621+232.5% | $3,968+287.2% | $6,396+140.2% |
| Admin fee / account holder | $84 | $6,690-98.7% | $5,929-98.6% | $12,562-99.3% |