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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 | $121,217 | $175,231-30.8% | $149,696-19.0% | $139,466-13.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 81.01% | 166.77%-85.8pp | 134.46%-53.4pp | 373.66%-292.6pp |
| Employer contribution / active EE | $21,813 | $5,478+298.2% | $4,821+352.5% | $4,754+358.8% |
| Participant deferral / active EE | $18,750 | $6,521+187.5% | $5,682+230.0% | $6,712+179.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |