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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 | $73,340 | $180,749-59.4% | $160,784-54.4% | $137,256-46.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.53% | 2234.46%-2214.9pp | 1803.92%-1784.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $8,065 | $4,155+94.1% | $3,733+116.1% | $4,156+94.1% |
| Participant deferral / active EE | $20,629 | $6,844+201.4% | $6,293+227.8% | $6,407+222.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |