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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 | $224,564 | $99,031+126.8% | $86,597+159.3% | $147,585+52.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.13% | 1312.56%-1296.4pp | 964.96%-948.8pp | 578.57%-562.4pp |
| Employer contribution / active EE | $3,322 | $3,132+6.1% | $2,840+17.0% | $4,876-31.9% |
| Participant deferral / active EE | $7,863 | $3,972+97.9% | $3,609+117.9% | $5,439+44.6% |
| Admin fee / account holder | $31 | $5,711-99.5% | $4,906-99.4% | $10,885-99.7% |