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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 | $231,645 | $171,867+34.8% | $149,721+54.7% | $147,586+57.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.66% | 2113.36%-2096.7pp | 1501.67%-1485.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,333 | $6,275-46.9% | $5,444-38.8% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |