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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 | $140,792 | $109,863+28.2% | $98,477+43.0% | $167,518-16.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.89% | 1958.09%-1926.2pp | 1493.59%-1461.7pp | 478.71%-446.8pp |
| Employer contribution / active EE | $9,033 | $3,225+180.1% | $2,961+205.1% | $4,838+86.7% |
| Participant deferral / active EE | $6,701 | $4,673+43.4% | $4,276+56.7% | $6,342+5.7% |
| Admin fee / account holder | $20 | $6,755-99.7% | $5,951-99.7% | $12,312-99.8% |