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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 | $75,201 | $150,446-50.0% | $136,297-44.8% | $147,585-49.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.88% | 1049.14%-1026.3pp | 5156.19%-5133.3pp | 578.58%-555.7pp |
| Employer contribution / active EE | $7,532 | $5,256+43.3% | $4,696+60.4% | $4,876+54.5% |
| Participant deferral / active EE | $5,555 | $6,631-16.2% | $6,247-11.1% | $5,439+2.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |