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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 | $85,557 | $76,608+11.7% | $56,077+52.6% | $145,877-41.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.61% | 3009.59%-2998.0pp | 1709.28%-1697.7pp | 551.28%-539.7pp |
| Employer contribution / active EE | $8,420 | $1,382+509.4% | $1,040+709.3% | $4,663+80.6% |
| Participant deferral / active EE | $16,792 | $2,624+539.9% | $1,954+759.4% | $6,691+151.0% |
| Admin fee / account holder | $115 | $3,325-96.5% | $2,825-95.9% | $13,402-99.1% |