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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 | $201,118 | $168,626+19.3% | $133,698+50.4% | $145,897+37.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 28.88% | 1168.99%-1140.1pp | 580.90%-552.0pp | 552.29%-523.4pp |
| Employer contribution / active EE | $31,674 | $5,290+498.7% | $4,218+651.0% | $4,663+579.3% |
| Participant deferral / active EE | $22,949 | $8,688+164.1% | $7,016+227.1% | $6,689+243.1% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |