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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 | $127,573 | $90,691+40.7% | $76,119+67.6% | $145,884-12.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.93% | 624.52%-606.6pp | 361.25%-343.3pp | 551.85%-533.9pp |
| Employer contribution / active EE | $20,710 | $3,329+522.1% | $2,693+669.1% | $4,662+344.2% |
| Participant deferral / active EE | $12,350 | $5,167+139.0% | $4,259+190.0% | $6,690+84.6% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |