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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 | $29,150 | $76,634-62.0% | $56,054-48.0% | $145,978-80.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.78% | 3004.33%-2985.5pp | 1705.95%-1687.2pp | 550.52%-531.7pp |
| Employer contribution / active EE | $4,680 | $1,380+239.1% | $1,039+350.4% | $4,662+0.4% |
| Participant deferral / active EE | $8,370 | $2,622+219.2% | $1,952+328.7% | $6,690+25.1% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |