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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 | $189,086 | $198,461-4.7% | $170,436+10.9% | $147,585+28.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.84% | 257.30%-243.5pp | 205.94%-192.1pp | 578.57%-564.7pp |
| Employer contribution / active EE | $13,180 | $6,184+113.2% | $5,433+142.6% | $4,876+170.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |