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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 | $238,991 | $88,754+169.3% | $81,820+192.1% | $145,877+63.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.60% | 1031.77%-1014.2pp | 777.93%-760.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $8,588 | $3,085+178.4% | $2,915+194.6% | $4,663+84.2% |
| Participant deferral / active EE | $13,625 | $4,648+193.2% | $4,323+215.2% | $6,691+103.6% |
| Admin fee / account holder | $96 | $8,424-98.9% | $7,391-98.7% | $13,402-99.3% |