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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 | $90,820 | $76,519+18.7% | $56,025+62.1% | $145,897-37.8% |
| Participation rate | 92.3% | 63.2%+29.1pp | 52.5%+39.8pp | 80.3%+12.0pp |
| Annual return | 35.76% | 3017.03%-2981.3pp | 1712.69%-1676.9pp | 552.29%-516.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |