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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 | $75,510 | $104,544-27.8% | $76,657-1.5% | $152,897-50.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 22.47% | 1014.36%-991.9pp | 1166.74%-1144.3pp | 345.43%-323.0pp |
| Employer contribution / active EE | $513 | $3,118-83.6% | $2,303-77.7% | $4,764-89.2% |
| Participant deferral / active EE | $12,810 | $4,236+202.4% | $3,335+284.1% | $5,851+118.9% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |