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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 | $35,688 | $180,749-80.3% | $160,784-77.8% | $137,256-74.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 30.77% | 2234.46%-2203.7pp | 1803.92%-1773.1pp | 220.34%-189.6pp |
| Employer contribution / active EE | $13,760 | $4,155+231.1% | $3,733+268.6% | $4,156+231.1% |
| Participant deferral / active EE | $4,640 | $6,844-32.2% | $6,293-26.3% | $6,407-27.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |