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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 | $232,459 | $76,519+203.8% | $56,025+314.9% | $145,897+59.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.27% | 3017.03%-2994.8pp | 1712.69%-1690.4pp | 552.29%-530.0pp |
| Employer contribution / active EE | $9,018 | $1,383+551.9% | $1,042+765.8% | $4,663+93.4% |
| Participant deferral / active EE | $5,322 | $2,624+102.8% | $1,955+172.3% | $6,689-20.4% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |