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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 | $131,464 | $150,447-12.6% | $136,298-3.5% | $147,586-10.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.04% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.6pp |
| Employer contribution / active EE | $4,710 | $5,256-10.4% | $4,696+0.3% | $4,876-3.4% |
| Participant deferral / active EE | $20,850 | $6,631+214.5% | $6,247+233.8% | $5,439+283.4% |
| Admin fee / account holder | $97 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |