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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 | $44,604 | $99,031-55.0% | $86,597-48.5% | $147,585-69.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.24% | 1312.56%-1297.3pp | 964.96%-949.7pp | 578.57%-563.3pp |
| Employer contribution / active EE | $9,477 | $3,132+202.5% | $2,840+233.7% | $4,876+94.3% |
| Participant deferral / active EE | $9,016 | $3,972+127.0% | $3,609+149.8% | $5,439+65.8% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |