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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 | $191,010 | $96,419+98.1% | $80,648+136.8% | $139,487+36.9% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 22.05% | 1352.86%-1330.8pp | 937.21%-915.2pp | 373.84%-351.8pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,325 | $5,225-36.4% | $4,443-25.2% | $6,713-50.5% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |