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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 | $150,075 | $99,011+51.6% | $86,582+73.3% | $147,586+1.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.78% | 1312.75%-1294.0pp | 965.08%-946.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,693 | $3,132-14.0% | $2,839-5.1% | $4,876-44.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $62 | $5,709-98.9% | $4,904-98.7% | $10,886-99.4% |