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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 | $228,847 | $81,668+180.2% | $58,507+291.1% | $139,487+64.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 30.59% | 7430.07%-7399.5pp | 4252.32%-4221.7pp | 373.84%-343.2pp |
| Employer contribution / active EE | $12,810 | $1,398+816.4% | $1,053+1116.1% | $4,755+169.4% |
| Participant deferral / active EE | $7,537 | $2,554+195.2% | $1,922+292.1% | $6,713+12.3% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |