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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 | $176,499 | $99,011+78.3% | $86,582+103.9% | $147,586+19.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.72% | 1312.75%-1297.0pp | 965.08%-949.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $13,194 | $3,132+321.2% | $2,839+364.7% | $4,876+170.6% |
| Participant deferral / active EE | $12,367 | $3,972+211.3% | $3,609+242.7% | $5,439+127.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |