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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 | $100,277 | $202,342-50.4% | $172,753-42.0% | $152,909-34.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.70% | 1029.88%-1005.2pp | 803.00%-778.3pp | 345.46%-320.8pp |
| Employer contribution / active EE | $18,971 | $5,857+223.9% | $5,144+268.8% | $4,764+298.2% |
| Participant deferral / active EE | $9,750 | $5,948+63.9% | $5,198+87.6% | $5,851+66.6% |
| Admin fee / account holder | $11 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |