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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 | $175,521 | $76,368+129.8% | $67,681+159.3% | $154,746+13.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.23% | 1066.77%-1047.5pp | 590.58%-571.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $6,269 | $3,151+98.9% | $2,678+134.1% | $4,379+43.2% |
| Participant deferral / active EE | $18,755 | $4,824+288.8% | $3,976+371.7% | $6,730+178.7% |
| Admin fee / account holder | $103 | $8,559-98.8% | $6,100-98.3% | $14,365-99.3% |