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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 | $136,452 | $104,953+30.0% | $84,637+61.2% | $152,909-10.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.69% | 373.94%-352.3pp | 258.82%-237.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $8,791 | $3,304+166.1% | $2,653+231.3% | $4,764+84.5% |
| Participant deferral / active EE | $11,333 | $4,691+141.6% | $3,900+190.6% | $5,851+93.7% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |