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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 | $158,747 | $180,749-12.2% | $160,784-1.3% | $137,256+15.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.89% | 2234.46%-2215.6pp | 1803.92%-1785.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $26,893 | $4,155+547.2% | $3,733+620.4% | $4,156+547.1% |
| Participant deferral / active EE | $21,052 | $6,844+207.6% | $6,293+234.5% | $6,407+228.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |