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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 | $220,281 | $100,895+118.3% | $90,430+143.6% | $158,950+38.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.28% | 1725.54%-1711.3pp | 1293.73%-1279.4pp | 302.91%-288.6pp |
| Employer contribution / active EE | $11,218 | $3,689+204.1% | $3,262+243.9% | $4,762+135.6% |
| Participant deferral / active EE | $12,350 | $4,347+184.1% | $3,963+211.7% | $5,983+106.4% |
| Admin fee / account holder | $20 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |