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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 | $44,905 | $150,447-70.2% | $136,298-67.1% | $147,586-69.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.29% | 1049.15%-1017.9pp | 5156.27%-5125.0pp | 578.59%-547.3pp |
| Employer contribution / active EE | $16,584 | $5,256+215.5% | $4,696+253.2% | $4,876+240.1% |
| Participant deferral / active EE | $9,083 | $6,631+37.0% | $6,247+45.4% | $5,439+67.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |