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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 | $153,590 | $63,342+142.5% | $92,236+66.5% | $70,131+119.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.68% | 530.15%-515.5pp | 176.29%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $14,394 | $2,471+482.5% | $3,679+291.2% | $2,342+514.5% |
| Participant deferral / active EE | $9,006 | $2,854+215.6% | $3,897+131.1% | $3,332+170.3% |
| Admin fee / account holder | $202 | $3,840-94.7% | $5,194-96.1% | $4,645-95.6% |