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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 | $222,936 | $100,938+120.9% | $90,461+146.4% | $158,982+40.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.99% | 1727.20%-1704.2pp | 1294.76%-1271.8pp | 302.99%-280.0pp |
| Employer contribution / active EE | $3,033 | $3,691-17.9% | $3,264-7.1% | $4,763-36.3% |
| Participant deferral / active EE | $13,340 | $4,350+206.7% | $3,964+236.5% | $5,983+122.9% |
| Admin fee / account holder | $9 | $6,510-99.9% | $5,617-99.8% | $11,252-99.9% |