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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 | $141,394 | $209,888-32.6% | $189,545-25.4% | $167,553-15.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 29.92% | 748.66%-718.7pp | 555.36%-525.4pp | 478.89%-449.0pp |
| Employer contribution / active EE | $3,105 | $6,915-55.1% | $6,162-49.6% | $4,840-35.8% |
| Participant deferral / active EE | $16,144 | $8,934+80.7% | $8,220+96.4% | $6,343+154.5% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |