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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 | $214,869 | $109,905+95.5% | $98,506+118.1% | $167,553+28.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.49% | 1960.20%-1943.7pp | 1494.92%-1478.4pp | 478.89%-462.4pp |
| Employer contribution / active EE | $8,982 | $3,226+178.4% | $2,961+203.3% | $4,840+85.6% |
| Participant deferral / active EE | $7,190 | $4,674+53.8% | $4,277+68.1% | $6,343+13.4% |
| Admin fee / account holder | $5 | $6,760-99.9% | $5,955-99.9% | $12,316-100.0% |