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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 | $69,118+120.1% | $53,647+183.6% | $138,895+9.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 1050.23% | 248.26%+802.0pp | 358.33%+691.9pp | 145.39%+904.8pp |
| Employer contribution / active EE | $460 | $1,189-61.4% | $962-52.2% | $4,194-89.0% |
| Participant deferral / active EE | $460 | $2,274-79.8% | $1,813-74.6% | $6,396-92.8% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |