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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 | $113,614 | $72,071+57.6% | $68,368+66.2% | $137,256-17.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.64% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $7,030 | $2,788+152.2% | $2,649+165.4% | $4,156+69.2% |
| Participant deferral / active EE | $13,933 | $4,410+215.9% | $4,123+238.0% | $6,407+117.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |