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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 | $152,136 | $67,823+124.3% | $52,425+190.2% | $137,256+10.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 1050.23% | 219.11%+831.1pp | 302.12%+748.1pp | 220.34%+829.9pp |
| Employer contribution / active EE | $460 | $1,163-60.5% | $914-49.7% | $4,156-88.9% |
| Participant deferral / active EE | $460 | $2,288-79.9% | $1,790-74.3% | $6,407-92.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |