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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 | $116,657 | $76,519+52.5% | $56,025+108.2% | $145,897-20.0% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 38.39% | 3017.03%-2978.6pp | 1712.69%-1674.3pp | 552.29%-513.9pp |
| Employer contribution / active EE | $6,053 | $1,383+337.5% | $1,042+481.1% | $4,663+29.8% |
| Participant deferral / active EE | $3,340 | $2,624+27.3% | $1,955+70.9% | $6,689-50.1% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |