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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 | $47,254 | $99,011-52.3% | $86,582-45.4% | $147,586-68.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 37.34% | 1312.75%-1275.4pp | 965.08%-927.7pp | 578.59%-541.3pp |
| Employer contribution / active EE | $19,588 | $3,132+525.4% | $2,839+589.8% | $4,876+301.7% |
| Participant deferral / active EE | $8,542 | $3,972+115.0% | $3,609+136.7% | $5,439+57.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |