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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 | $76,785+51.9% | $56,441+106.7% | $145,959-20.1% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 38.39% | 3000.51%-2962.1pp | 1704.21%-1665.8pp | 561.95%-523.6pp |
| Employer contribution / active EE | $6,053 | $1,381+338.4% | $1,039+482.5% | $4,661+29.9% |
| Participant deferral / active EE | $3,340 | $2,624+27.3% | $1,953+71.0% | $6,689-50.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |