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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 | $80,289 | $150,447-46.6% | $136,298-41.1% | $147,586-45.6% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 18.82% | 1049.15%-1030.3pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $6,757 | $5,256+28.5% | $4,696+43.9% | $4,876+38.6% |
| Participant deferral / active EE | $13,342 | $6,631+101.2% | $6,247+113.6% | $5,439+145.3% |
| Admin fee / account holder | $26 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |