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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 | $225,916 | $88,754+154.5% | $81,820+176.1% | $145,877+54.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.60% | 1031.77%-1021.2pp | 777.93%-767.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,382 | $3,085-55.2% | $2,915-52.6% | $4,663-70.4% |
| Participant deferral / active EE | $15,744 | $4,648+238.7% | $4,323+264.2% | $6,691+135.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |