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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 | $249,973 | $160,070+56.2% | $147,117+69.9% | $145,897+71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 544.43% | 98.69%+445.7pp | 420.54%+123.9pp | 552.29%-7.9pp |
| Employer contribution / active EE | $15,420 | $5,285+191.8% | $4,932+212.6% | $4,663+230.7% |
| Participant deferral / active EE | $15,509 | $8,419+84.2% | $8,065+92.3% | $6,689+131.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |