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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 | $124,785 | $99,011+26.0% | $86,582+44.1% | $147,586-15.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 35.68% | 1312.75%-1277.1pp | 965.08%-929.4pp | 578.59%-542.9pp |
| Employer contribution / active EE | $3,009 | $3,132-3.9% | $2,839+6.0% | $4,876-38.3% |
| Participant deferral / active EE | $19,987 | $3,972+403.2% | $3,609+453.9% | $5,439+267.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |