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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 | $56,904 | $96,419-41.0% | $80,648-29.4% | $139,487-59.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.76% | 1352.86%-1332.1pp | 937.21%-916.5pp | 373.84%-353.1pp |
| Employer contribution / active EE | $7,850 | $3,261+140.7% | $2,724+188.2% | $4,755+65.1% |
| Participant deferral / active EE | $15,188 | $5,225+190.7% | $4,443+241.8% | $6,713+126.3% |
| Admin fee / account holder | $10 | $6,605-99.8% | $5,382-99.8% | $11,407-99.9% |