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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 | $85,481 | $99,017-13.7% | $86,587-1.3% | $147,585-42.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.02% | 1312.37%-1297.4pp | 964.86%-949.8pp | 578.56%-563.5pp |
| Employer contribution / active EE | $18,629 | $3,132+494.8% | $2,839+556.1% | $4,876+282.0% |
| Participant deferral / active EE | $13,055 | $3,972+228.7% | $3,609+261.8% | $5,439+140.0% |
| Admin fee / account holder | $27 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |