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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 | $144,200 | $185,225-22.1% | $142,898+0.9% | $167,553-13.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.45% | 8558.12%-8545.7pp | 5639.64%-5627.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $11,409 | $5,607+103.5% | $4,146+175.2% | $4,840+135.7% |
| Participant deferral / active EE | $15,496 | $4,496+244.7% | $3,838+303.7% | $6,343+144.3% |
| Admin fee / account holder | $5 | $8,032-99.9% | $6,560-99.9% | $12,316-100.0% |