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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 | $248,270 | $63,346+291.9% | $92,240+169.2% | $70,126+254.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 988.76% | 530.19%+458.6pp | 176.29%+812.5pp | 73.15%+915.6pp |
| Employer contribution / active EE | $20,808 | $2,471+742.0% | $3,680+465.5% | $2,343+788.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $141 | $3,841-96.3% | $5,194-97.3% | $4,645-97.0% |