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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 | $46,163 | $96,419-52.1% | $80,648-42.8% | $139,487-66.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.09% | 1352.86%-1333.8pp | 937.21%-918.1pp | 373.84%-354.7pp |
| Employer contribution / active EE | $8,403 | $3,261+157.7% | $2,724+208.5% | $4,755+76.7% |
| Participant deferral / active EE | $8,403 | $5,225+60.8% | $4,443+89.1% | $6,713+25.2% |
| Admin fee / account holder | $125 | $6,605-98.1% | $5,382-97.7% | $11,407-98.9% |