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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 | $21,259 | $161,352-86.8% | $134,172-84.2% | $137,256-84.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 1593.40% | 28.72%+1564.7pp | 25.30%+1568.1pp | 220.34%+1373.1pp |
| Employer contribution / active EE | $24,157 | $4,099+489.4% | $3,420+606.4% | $4,156+481.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16 | $15,028-99.9% | $12,016-99.9% | $12,270-99.9% |