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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 | $212,852 | $169,361+25.7% | $129,397+64.5% | $145,877+45.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.16% | 14395.54%-14372.4pp | 9453.98%-9430.8pp | 551.28%-528.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $25,333 | $4,987+407.9% | $4,167+507.9% | $6,691+278.6% |
| Admin fee / account holder | $20 | $9,903-99.8% | $7,679-99.7% | $13,402-99.9% |