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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 | $165,340 | $114,130+44.9% | $96,192+71.9% | $167,553-1.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.05% | 190.07%-170.0pp | 192.09%-172.0pp | 478.89%-458.8pp |
| Employer contribution / active EE | $3,810 | $3,431+11.1% | $2,799+36.1% | $4,840-21.3% |
| Participant deferral / active EE | $20,290 | $5,198+290.4% | $4,351+366.4% | $6,343+219.9% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |