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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 | $214,182 | $180,749+18.5% | $160,784+33.2% | $137,256+56.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.42% | 2234.46%-2215.0pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $14,607 | $4,155+251.5% | $3,733+291.3% | $4,156+251.5% |
| Participant deferral / active EE | $23,454 | $6,844+242.7% | $6,293+272.7% | $6,407+266.1% |
| Admin fee / account holder | $7 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |