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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 | $163,556 | $121,701+34.4% | $104,639+56.3% | $158,982+2.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.41% | 465.72%-451.3pp | 340.67%-326.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $15,678 | $3,165+395.3% | $2,682+484.6% | $4,763+229.2% |
| Participant deferral / active EE | $6,829 | $4,176+63.5% | $3,738+82.7% | $5,983+14.1% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |