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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 | $244,603 | $88,754+175.6% | $81,820+199.0% | $145,877+67.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.67% | 1031.77%-1015.1pp | 777.93%-761.3pp | 551.28%-534.6pp |
| Employer contribution / active EE | $8,784 | $3,085+184.7% | $2,915+201.3% | $4,663+88.4% |
| Participant deferral / active EE | $19,013 | $4,648+309.1% | $4,323+339.8% | $6,691+184.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |