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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 | $75,555 | $150,446-49.8% | $136,297-44.6% | $147,585-48.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.72% | 1049.14%-1029.4pp | 5156.19%-5136.5pp | 578.58%-558.9pp |
| Employer contribution / active EE | $9,497 | $5,256+80.7% | $4,696+102.2% | $4,876+94.7% |
| Participant deferral / active EE | $6,438 | $6,631-2.9% | $6,247+3.1% | $5,439+18.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |