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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 | $190,590 | $81,668+133.4% | $58,507+225.8% | $139,487+36.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.40% | 7430.07%-7411.7pp | 4252.32%-4233.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $6,550 | $1,398+368.6% | $1,053+521.9% | $4,755+37.8% |
| Participant deferral / active EE | $11,536 | $2,554+351.7% | $1,922+500.1% | $6,713+71.8% |
| Admin fee / account holder | $33 | $3,212-99.0% | $2,486-98.7% | $11,407-99.7% |