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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 | $81,924 | $88,754-7.7% | $81,820+0.1% | $145,877-43.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.60% | 1031.77%-1015.2pp | 777.93%-761.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $4,968 | $3,085+61.0% | $2,915+70.4% | $4,663+6.5% |
| Participant deferral / active EE | $30,000 | $4,648+545.5% | $4,323+594.0% | $6,691+348.4% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |