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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 | $133,356 | $73,421+81.6% | $66,439+100.7% | $155,188-14.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 21.92% | 1382.37%-1360.4pp | 757.66%-735.7pp | 148.84%-126.9pp |
| Employer contribution / active EE | $10,676 | $3,039+251.3% | $2,637+304.9% | $4,248+151.3% |
| Participant deferral / active EE | $10,072 | $4,680+115.2% | $3,876+159.8% | $6,531+54.2% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |