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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 | $202,546 | $175,231+15.6% | $149,696+35.3% | $139,466+45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 43.98% | 166.77%-122.8pp | 134.46%-90.5pp | 373.66%-329.7pp |
| Employer contribution / active EE | $12,000 | $5,478+119.1% | $4,821+148.9% | $4,754+152.4% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,712+235.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |