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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 | $184,153 | $234,190-21.4% | $180,320+2.1% | $198,609-7.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 12.01% | 1057.44%-1045.4pp | 778.54%-766.5pp | 202.70%-190.7pp |
| Employer contribution / active EE | $17,744 | $5,258+237.5% | $4,108+332.0% | $5,055+251.0% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |