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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 | $242,281 | $90,614+167.4% | $76,089+218.4% | $145,877+66.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.58% | 623.80%-602.2pp | 360.94%-339.4pp | 551.28%-529.7pp |
| Employer contribution / active EE | $2,506 | $3,324-24.6% | $2,690-6.8% | $4,663-46.3% |
| Participant deferral / active EE | $12,603 | $5,168+143.9% | $4,259+195.9% | $6,691+88.4% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |