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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 | $74,389 | $156,970-52.6% | $121,210-38.6% | $139,487-46.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 1477.10%-1460.3pp | 987.41%-970.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $6,729 | $5,546+21.3% | $4,171+61.3% | $4,755+41.5% |
| Participant deferral / active EE | $17,500 | $4,849+260.9% | $4,084+328.5% | $6,713+160.7% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |