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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 | $224,099 | $88,754+152.5% | $81,820+173.9% | $145,877+53.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.40% | 1031.77%-1007.4pp | 777.93%-753.5pp | 551.28%-526.9pp |
| Employer contribution / active EE | $4,824 | $3,085+56.3% | $2,915+65.5% | $4,663+3.4% |
| Participant deferral / active EE | $6,469 | $4,648+39.2% | $4,323+49.7% | $6,691-3.3% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |