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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 | $129,923 | $150,446-13.6% | $136,297-4.7% | $147,585-12.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.10% | 1049.14%-1037.0pp | 5156.19%-5144.1pp | 578.58%-566.5pp |
| Employer contribution / active EE | $5,335 | $5,256+1.5% | $4,696+13.6% | $4,876+9.4% |
| Participant deferral / active EE | $6,081 | $6,631-8.3% | $6,247-2.7% | $5,439+11.8% |
| Admin fee / account holder | $249 | $10,906-97.7% | $9,244-97.3% | $10,886-97.7% |