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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 | $97,996 | $150,447-34.9% | $136,298-28.1% | $147,586-33.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.39% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $5,277 | $5,256+0.4% | $4,696+12.4% | $4,876+8.2% |
| Participant deferral / active EE | $11,067 | $6,631+66.9% | $6,247+77.1% | $5,439+103.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |