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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 | $167,403 | $100,938+65.8% | $90,461+85.1% | $158,982+5.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.21% | 1727.20%-1706.0pp | 1294.76%-1273.6pp | 302.99%-281.8pp |
| Employer contribution / active EE | $11,850 | $3,691+221.0% | $3,264+263.0% | $4,763+148.8% |
| Participant deferral / active EE | $8,928 | $4,350+105.3% | $3,964+125.2% | $5,983+49.2% |
| Admin fee / account holder | $15 | $6,510-99.8% | $5,617-99.7% | $11,252-99.9% |