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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 | $165,772 | $88,815+86.6% | $81,882+102.5% | $145,897+13.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 30.09% | 1033.75%-1003.7pp | 779.47%-749.4pp | 552.29%-522.2pp |
| Employer contribution / active EE | $3,714 | $3,086+20.3% | $2,916+27.4% | $4,663-20.3% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |