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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 | $64,829 | $76,522-15.3% | $56,033+15.7% | $145,884-55.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.97% | 3014.28%-2999.3pp | 1711.38%-1696.4pp | 551.85%-536.9pp |
| Employer contribution / active EE | $6,194 | $1,382+348.1% | $1,041+495.1% | $4,662+32.9% |
| Participant deferral / active EE | $7,490 | $2,624+185.5% | $1,954+283.3% | $6,690+12.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |