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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 | $193,422 | $100,938+91.6% | $90,461+113.8% | $158,982+21.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.01% | 1727.20%-1712.2pp | 1294.76%-1279.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $2,674 | $3,691-27.6% | $3,264-18.1% | $4,763-43.9% |
| Participant deferral / active EE | $20,125 | $4,350+362.7% | $3,964+407.6% | $5,983+236.3% |
| Admin fee / account holder | $18 | $6,510-99.7% | $5,617-99.7% | $11,252-99.8% |