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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 | $96,880 | $76,519+26.6% | $56,025+72.9% | $145,897-33.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.49% | 3017.03%-3010.5pp | 1712.69%-1706.2pp | 552.29%-545.8pp |
| Employer contribution / active EE | $2,937 | $1,383+112.3% | $1,042+182.0% | $4,663-37.0% |
| Participant deferral / active EE | $5,405 | $2,624+106.0% | $1,955+176.5% | $6,689-19.2% |
| Admin fee / account holder | $184 | $3,331-94.5% | $2,828-93.5% | $13,390-98.6% |