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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 | $56,615 | $96,419-41.3% | $80,648-29.8% | $139,487-59.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 38.26% | 1352.86%-1314.6pp | 937.21%-899.0pp | 373.84%-335.6pp |
| Employer contribution / active EE | $8,954 | $3,261+174.6% | $2,724+228.8% | $4,755+88.3% |
| Participant deferral / active EE | $12,279 | $5,225+135.0% | $4,443+176.3% | $6,713+82.9% |
| Admin fee / account holder | $77 | $6,605-98.8% | $5,382-98.6% | $11,407-99.3% |