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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 | $99,031+78.2% | $86,597+103.8% | $147,585+19.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.72% | 1312.56%-1296.8pp | 964.96%-949.2pp | 578.57%-562.8pp |
| Employer contribution / active EE | $13,194 | $3,132+321.2% | $2,840+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 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |