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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 | $244,538 | $100,895+142.4% | $90,430+170.4% | $158,950+53.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.00% | 1725.54%-1711.5pp | 1293.73%-1279.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $21,090 | $3,689+471.7% | $3,262+546.6% | $4,762+342.9% |
| Participant deferral / active EE | $12,120 | $4,347+178.8% | $3,963+205.9% | $5,983+102.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |