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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 | $110,881 | $150,447-26.3% | $136,298-18.6% | $147,586-24.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.35% | 1049.15%-1027.8pp | 5156.27%-5134.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $4,190 | $5,256-20.3% | $4,696-10.8% | $4,876-14.1% |
| Participant deferral / active EE | $11,629 | $6,631+75.4% | $6,247+86.1% | $5,439+113.8% |
| Admin fee / account holder | $244 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |