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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 | $177,640 | $156,963+13.2% | $121,204+46.6% | $139,466+27.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1476.75%-1461.5pp | 987.18%-972.0pp | 373.66%-358.5pp |
| Employer contribution / active EE | $31,434 | $5,544+466.9% | $4,170+653.9% | $4,754+561.2% |
| Participant deferral / active EE | $22,300 | $4,848+360.0% | $4,083+446.2% | $6,712+232.2% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |