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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 | $248,631 | $198,457+25.3% | $170,435+45.9% | $147,586+68.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.63% | 257.30%-239.7pp | 205.94%-188.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $11,965 | $6,183+93.5% | $5,432+120.3% | $4,876+145.4% |
| Participant deferral / active EE | $7,434 | $5,629+32.1% | $4,939+50.5% | $5,439+36.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |