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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 | $132,886 | $169,361-21.5% | $129,397+2.7% | $145,877-8.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.47% | 14395.54%-14382.1pp | 9453.98%-9440.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $29,120 | $5,542+425.5% | $4,154+601.0% | $4,663+524.5% |
| Participant deferral / active EE | $19,500 | $4,987+291.0% | $4,167+367.9% | $6,691+191.5% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |