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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 | $78,251 | $72,071+8.6% | $68,368+14.5% | $137,256-43.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 31.92% | 353.14%-321.2pp | 292.57%-260.7pp | 220.34%-188.4pp |
| Employer contribution / active EE | $18,304 | $2,788+556.5% | $2,649+591.0% | $4,156+340.4% |
| Participant deferral / active EE | $5,807 | $4,410+31.7% | $4,123+40.9% | $6,407-9.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |