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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 | $165,999 | $90,614+83.2% | $76,089+118.2% | $145,877+13.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.47% | 623.80%-609.3pp | 360.94%-346.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $10,197 | $3,324+206.7% | $2,690+279.1% | $4,663+118.7% |
| Participant deferral / active EE | $1,296 | $5,168-74.9% | $4,259-69.6% | $6,691-80.6% |
| Admin fee / account holder | $27 | $8,376-99.7% | $6,418-99.6% | $13,402-99.8% |