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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 | $149,519 | $81,763+82.9% | $58,561+155.3% | $139,466+7.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.61% | 7427.77%-7409.2pp | 4251.33%-4232.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,082 | $1,398+48.9% | $1,053+97.6% | $4,754-56.2% |
| Participant deferral / active EE | $6,326 | $2,555+147.6% | $1,923+228.9% | $6,712-5.8% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |