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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 | $173,397+16.0% | $135,987+47.9% | $145,978+37.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 28.88% | 1165.22%-1136.3pp | 579.77%-550.9pp | 550.52%-521.6pp |
| Employer contribution / active EE | $31,674 | $5,281+499.8% | $4,214+651.6% | $4,662+579.4% |
| Participant deferral / active EE | $22,949 | $8,710+163.5% | $7,027+226.6% | $6,690+243.1% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,400-100.0% |