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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 | $76,608+52.3% | $56,077+108.0% | $145,877-20.0% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 38.39% | 3009.59%-2971.2pp | 1709.28%-1670.9pp | 551.28%-512.9pp |
| Employer contribution / active EE | $6,053 | $1,382+338.1% | $1,040+481.8% | $4,663+29.8% |
| Participant deferral / active EE | $3,340 | $2,624+27.3% | $1,954+70.9% | $6,691-50.1% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |