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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 | $37,103 | $156,927-76.4% | $121,169-69.4% | $139,456-73.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 39.65% | 1475.85%-1436.2pp | 986.71%-947.1pp | 373.45%-333.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $22,500 | $4,848+364.1% | $4,083+451.1% | $6,711+235.3% |
| Admin fee / account holder | $121 | $6,946-98.3% | $5,645-97.9% | $11,407-98.9% |