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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 | $24,983 | $99,009-74.8% | $86,581-71.1% | $147,585-83.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.00% | 1312.70%-1285.7pp | 965.06%-938.1pp | 578.58%-551.6pp |
| Employer contribution / active EE | $6,449 | $3,132+105.9% | $2,840+127.1% | $4,876+32.2% |
| Participant deferral / active EE | $6,568 | $3,972+65.3% | $3,609+82.0% | $5,439+20.8% |
| Admin fee / account holder | $11 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |