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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 | $85,274 | $202,342-57.9% | $172,752-50.6% | $152,897-44.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.45% | 1029.83%-992.4pp | 802.97%-765.5pp | 345.43%-308.0pp |
| Employer contribution / active EE | $25,327 | $5,858+332.4% | $5,144+392.4% | $4,764+431.7% |
| Participant deferral / active EE | $11,597 | $5,948+95.0% | $5,198+123.1% | $5,851+98.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |