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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 | $83,979 | $150,447-44.2% | $136,298-38.4% | $147,586-43.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.18% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $2,578 | $5,256-51.0% | $4,696-45.1% | $4,876-47.1% |
| Participant deferral / active EE | $12,333 | $6,631+86.0% | $6,247+97.4% | $5,439+126.8% |
| Admin fee / account holder | $151 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |