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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 | $213,149 | $175,257+21.6% | $149,717+42.4% | $139,456+52.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.83% | 166.70%-132.9pp | 134.41%-100.6pp | 373.45%-339.6pp |
| Employer contribution / active EE | $22,370 | $5,477+308.5% | $4,820+364.1% | $4,753+370.7% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,711+123.5% |
| Admin fee / account holder | $285 | $16,156-98.2% | $13,213-97.8% | $11,407-97.5% |