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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 | $27,414 | $102,663-73.3% | $86,216-68.2% | $139,466-80.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 32.95% | 1924.52%-1891.6pp | 1169.42%-1136.5pp | 373.66%-340.7pp |
| Employer contribution / active EE | $4,999 | $3,035+64.7% | $2,382+109.9% | $4,754+5.2% |
| Participant deferral / active EE | $15,563 | $4,677+232.7% | $3,986+290.4% | $6,712+131.9% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |