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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 | $140,584 | $149,040-5.7% | $120,225+16.9% | $137,256+2.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 28.79% | 605.68%-576.9pp | 439.23%-410.4pp | 220.34%-191.5pp |
| Employer contribution / active EE | $29,382 | $4,350+575.4% | $3,475+745.4% | $4,156+607.0% |
| Participant deferral / active EE | $4,780 | $4,655+2.7% | $3,999+19.5% | $6,407-25.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |