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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 | $63,538 | $97,020-34.5% | $83,327-23.7% | $135,380-53.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5648.02% | 12.31%+5635.7pp | 10.64%+5637.4pp | 519.81%+5128.2pp |
| Employer contribution / active EE | $11,877 | $4,144+186.6% | $3,379+251.5% | $4,779+148.5% |
| Participant deferral / active EE | $6,928 | $5,964+16.2% | $5,565+24.5% | $5,609+23.5% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |