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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 | $59,977 | $157,304-61.9% | $141,197-57.5% | $152,909-60.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 236.20% | 64.34%+171.9pp | 71.41%+164.8pp | 345.46%-109.3pp |
| Employer contribution / active EE | $23,940 | $5,263+354.9% | $4,736+405.5% | $4,764+402.5% |
| Participant deferral / active EE | $11,967 | $7,111+68.3% | $6,710+78.3% | $5,851+104.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |