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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 | $79,609 | $202,342-60.7% | $172,753-53.9% | $152,909-47.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 41.56% | 1029.88%-988.3pp | 803.00%-761.4pp | 345.46%-303.9pp |
| Employer contribution / active EE | $16,622 | $5,857+183.8% | $5,144+223.1% | $4,764+248.9% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |