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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 | $164,593 | $149,040+10.4% | $120,225+36.9% | $137,256+19.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.45% | 605.68%-588.2pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,291 | $4,350+44.6% | $3,475+81.0% | $4,156+51.4% |
| Participant deferral / active EE | $16,026 | $4,655+244.3% | $3,999+300.8% | $6,407+150.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |