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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 | $233,917 | $144,130+62.3% | $117,861+98.5% | $147,586+58.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.81% | 531.20%-515.4pp | 335.11%-319.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $12,454 | $4,897+154.3% | $3,786+228.9% | $4,876+155.4% |
| Participant deferral / active EE | $13,770 | $5,316+159.0% | $4,482+207.2% | $5,439+153.2% |
| Admin fee / account holder | $31 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |