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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 | $109,145 | $156,927-30.4% | $121,169-9.9% | $139,456-21.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.67% | 1475.85%-1455.2pp | 986.71%-966.0pp | 373.45%-352.8pp |
| Employer contribution / active EE | $27,950 | $5,542+404.3% | $4,168+570.6% | $4,753+488.1% |
| Participant deferral / active EE | $13,800 | $4,848+184.6% | $4,083+238.0% | $6,711+105.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |