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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 | $203,812 | $90,614+124.9% | $76,089+167.9% | $145,877+39.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.22% | 623.80%-612.6pp | 360.94%-349.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $6,592 | $3,324+98.3% | $2,690+145.1% | $4,663+41.4% |
| Participant deferral / active EE | $17,687 | $5,168+242.2% | $4,259+315.3% | $6,691+164.4% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |