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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 | $94,890 | $180,749-47.5% | $160,784-41.0% | $137,256-30.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 26.76% | 2234.46%-2207.7pp | 1803.92%-1777.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $11,933 | $4,155+187.2% | $3,733+219.7% | $4,156+187.1% |
| Participant deferral / active EE | $12,743 | $6,844+86.2% | $6,293+102.5% | $6,407+98.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |