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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 | $170,691 | $88,815+92.2% | $81,882+108.5% | $145,897+17.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.92% | 1033.75%-1012.8pp | 779.47%-758.5pp | 552.29%-531.4pp |
| Employer contribution / active EE | $12,255 | $3,086+297.1% | $2,916+320.3% | $4,663+162.8% |
| Participant deferral / active EE | $16,699 | $4,647+259.3% | $4,323+286.3% | $6,689+149.6% |
| Admin fee / account holder | $50 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |