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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 | $242,753 | $88,815+173.3% | $81,882+196.5% | $145,897+66.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.55% | 1033.75%-1008.2pp | 779.47%-753.9pp | 552.29%-526.7pp |
| Employer contribution / active EE | $14,378 | $3,086+365.9% | $2,916+393.1% | $4,663+208.4% |
| Participant deferral / active EE | $13,117 | $4,647+182.3% | $4,323+203.4% | $6,689+96.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |