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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 | $203,570 | $72,465+180.9% | $67,575+201.3% | $145,884+39.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.74% | 7222.56%-7203.8pp | 3528.98%-3510.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $4,723 | $3,074+53.7% | $2,736+72.6% | $4,662+1.3% |
| Participant deferral / active EE | $11,100 | $4,786+132.0% | $4,003+177.3% | $6,690+65.9% |
| Admin fee / account holder | $58 | $5,515-98.9% | $3,993-98.5% | $13,392-99.6% |