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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 | $220,698 | $100,938+118.6% | $90,461+144.0% | $158,982+38.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.03% | 1727.20%-1712.2pp | 1294.76%-1279.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $18,142 | $3,691+391.4% | $3,264+455.8% | $4,763+280.9% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10 | $6,510-99.9% | $5,617-99.8% | $11,252-99.9% |