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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 | $166,267 | $104,937+58.4% | $84,628+96.5% | $152,897+8.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 39.97% | 373.88%-333.9pp | 258.80%-218.8pp | 345.43%-305.5pp |
| Employer contribution / active EE | $5,101 | $3,303+54.4% | $2,653+92.3% | $4,764+7.1% |
| Participant deferral / active EE | $24,500 | $4,690+422.4% | $3,900+528.2% | $5,851+318.7% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |