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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 | $133,425 | $76,519+74.4% | $56,025+138.2% | $145,897-8.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.13% | 3017.03%-2996.9pp | 1712.69%-1692.6pp | 552.29%-532.2pp |
| Employer contribution / active EE | $3,700 | $1,383+167.5% | $1,042+255.2% | $4,663-20.6% |
| Participant deferral / active EE | $25,250 | $2,624+862.1% | $1,955+1191.9% | $6,689+277.5% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |