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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 | $82,705 | $99,011-16.5% | $86,582-4.5% | $147,586-44.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.26% | 1312.75%-1294.5pp | 965.08%-946.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $11,555 | $3,132+268.9% | $2,839+306.9% | $4,876+137.0% |
| Participant deferral / active EE | $9,073 | $3,972+128.4% | $3,609+151.4% | $5,439+66.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |