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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 | $216,636 | $104,577+107.2% | $76,667+182.6% | $152,909+41.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.74% | 1014.36%-995.6pp | 1166.74%-1148.0pp | 345.46%-326.7pp |
| Employer contribution / active EE | $8,542 | $3,119+173.9% | $2,303+270.9% | $4,764+79.3% |
| Participant deferral / active EE | $7,600 | $4,237+79.4% | $3,336+127.8% | $5,851+29.9% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |