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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 | $205,147 | $97,761+109.8% | $83,850+144.7% | $135,382+51.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 168.61% | 1287.44%-1118.8pp | 850.92%-682.3pp | 519.77%-351.2pp |
| Employer contribution / active EE | $1,000 | $4,222-76.3% | $3,631-72.5% | $4,779-79.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |