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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 | $149,680 | $76,785+94.9% | $56,441+165.2% | $145,959+2.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.37% | 3000.51%-2981.1pp | 1704.21%-1684.8pp | 561.95%-542.6pp |
| Employer contribution / active EE | $6,851 | $1,381+396.2% | $1,039+559.3% | $4,661+47.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |