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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 | $84,549 | $96,419-12.3% | $80,648+4.8% | $139,487-39.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.55% | 1352.86%-1334.3pp | 937.21%-918.7pp | 373.84%-355.3pp |
| Employer contribution / active EE | $4,360 | $3,261+33.7% | $2,724+60.1% | $4,755-8.3% |
| Participant deferral / active EE | $15,028 | $5,225+187.6% | $4,443+238.2% | $6,713+123.9% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |