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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 | $235,452 | $210,698+11.7% | $178,014+32.3% | $145,959+61.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.93% | 386.27%-365.3pp | 294.80%-273.9pp | 561.95%-541.0pp |
| Employer contribution / active EE | $19,277 | $4,567+322.1% | $3,950+388.0% | $4,661+313.6% |
| Participant deferral / active EE | $20,000 | $6,958+187.4% | $6,276+218.7% | $6,689+199.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |