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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 | $217,281 | $165,399+31.4% | $149,745+45.1% | $158,982+36.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.81% | 348.34%-323.5pp | 276.72%-251.9pp | 302.99%-278.2pp |
| Employer contribution / active EE | $37,500 | $5,105+634.6% | $4,646+707.2% | $4,763+687.3% |
| Participant deferral / active EE | $23,833 | $7,183+231.8% | $6,843+248.3% | $5,983+298.3% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |