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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 | $106,391 | $198,457-46.4% | $170,435-37.6% | $147,586-27.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.24% | 257.30%-231.1pp | 205.94%-179.7pp | 578.59%-552.4pp |
| Employer contribution / active EE | $36,250 | $6,183+486.3% | $5,432+567.3% | $4,876+643.4% |
| Participant deferral / active EE | $17,654 | $5,629+213.6% | $4,939+257.4% | $5,439+224.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |