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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 | $89,652 | $124,187-27.8% | $108,410-17.3% | $167,518-46.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.45% | 1379.80%-1360.4pp | 905.34%-885.9pp | 478.71%-459.3pp |
| Employer contribution / active EE | $29,770 | $4,187+611.1% | $3,558+736.6% | $4,838+515.3% |
| Participant deferral / active EE | $21,900 | $6,908+217.0% | $6,562+233.7% | $6,342+245.3% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |