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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 | $186,564 | $110,093+69.5% | $97,295+91.8% | $145,897+27.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.79% | 244.76%-231.0pp | 75.62%-61.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $18,767 | $3,077+509.8% | $2,723+589.2% | $4,663+302.5% |
| Participant deferral / active EE | $15,750 | $4,678+236.7% | $4,264+269.4% | $6,689+135.5% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |