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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 | $114,261 | $88,754+28.7% | $81,820+39.6% | $145,877-21.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.22% | 1031.77%-1016.6pp | 777.93%-762.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $17,562 | $3,085+469.2% | $2,915+502.5% | $4,663+276.6% |
| Participant deferral / active EE | $11,500 | $4,648+147.4% | $4,323+166.0% | $6,691+71.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |