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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 | $202,599 | $166,131+22.0% | $164,975+22.8% | $145,877+38.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 434.04% | 100.37%+333.7pp | 70.12%+363.9pp | 551.28%-117.2pp |
| Employer contribution / active EE | $1,807 | $5,276-65.7% | $4,343-58.4% | $4,663-61.2% |
| Participant deferral / active EE | $7,500 | $6,962+7.7% | $6,033+24.3% | $6,691+12.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |