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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 | $81,030 | $150,447-46.1% | $136,298-40.5% | $147,586-45.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.42% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.2pp |
| Employer contribution / active EE | $5,510 | $5,256+4.8% | $4,696+17.3% | $4,876+13.0% |
| Participant deferral / active EE | $12,053 | $6,631+81.8% | $6,247+92.9% | $5,439+121.6% |
| Admin fee / account holder | $134 | $10,906-98.8% | $9,244-98.5% | $10,886-98.8% |