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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 | $47,885 | $150,442-68.2% | $136,295-64.9% | $147,585-67.6% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 15.94% | 1049.09%-1033.2pp | 5155.97%-5140.0pp | 578.56%-562.6pp |
| Employer contribution / active EE | $2,872 | $5,256-45.4% | $4,695-38.8% | $4,876-41.1% |
| Participant deferral / active EE | $9,183 | $6,630+38.5% | $6,247+47.0% | $5,439+68.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |