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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 | $45,878 | $99,011-53.7% | $86,582-47.0% | $147,586-68.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.59% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $8,098 | $3,132+158.6% | $2,839+185.2% | $4,876+66.1% |
| Participant deferral / active EE | $7,736 | $3,972+94.7% | $3,609+114.4% | $5,439+42.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |