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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 | $103,761 | $96,388+7.6% | $80,627+28.7% | $139,466-25.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 231.56% | 1352.08%-1120.5pp | 936.76%-705.2pp | 373.66%-142.1pp |
| Employer contribution / active EE | $48,970 | $3,260+1402.2% | $2,723+1698.6% | $4,754+930.1% |
| Participant deferral / active EE | $11,250 | $5,224+115.3% | $4,443+153.2% | $6,712+67.6% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |