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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 | $172,395 | $104,953+64.3% | $84,637+103.7% | $152,909+12.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.85% | 373.94%-349.1pp | 258.82%-234.0pp | 345.46%-320.6pp |
| Employer contribution / active EE | $12,074 | $3,304+265.5% | $2,653+355.1% | $4,764+153.5% |
| Participant deferral / active EE | $7,422 | $4,691+58.2% | $3,900+90.3% | $5,851+26.8% |
| Admin fee / account holder | $3 | $6,244-99.9% | $4,914-99.9% | $11,601-100.0% |