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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 | $67,818 | $96,419-29.7% | $80,648-15.9% | $139,487-51.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.45% | 1352.86%-1338.4pp | 937.21%-922.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $12,584 | $3,261+285.9% | $2,724+362.0% | $4,755+164.7% |
| Participant deferral / active EE | $20,878 | $5,225+299.5% | $4,443+369.9% | $6,713+211.0% |
| Admin fee / account holder | $41 | $6,605-99.4% | $5,382-99.2% | $11,407-99.6% |