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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 | $237,564 | $90,614+162.2% | $76,089+212.2% | $145,877+62.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.48% | 623.80%-609.3pp | 360.94%-346.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,982 | $3,324+49.9% | $2,690+85.2% | $4,663+6.8% |
| Participant deferral / active EE | $21,550 | $5,168+317.0% | $4,259+406.0% | $6,691+222.1% |
| Admin fee / account holder | $18 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |