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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 | $114,870 | $169,361-32.2% | $129,397-11.2% | $145,877-21.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.44% | 14395.54%-14376.1pp | 9453.98%-9434.5pp | 551.28%-531.8pp |
| Employer contribution / active EE | $8,187 | $5,542+47.7% | $4,154+97.1% | $4,663+75.6% |
| Participant deferral / active EE | $17,833 | $4,987+257.6% | $4,167+327.9% | $6,691+166.5% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |