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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 | $64,642 | $150,446-57.0% | $136,297-52.6% | $147,585-56.2% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 33.32% | 1049.14%-1015.8pp | 5156.19%-5122.9pp | 578.58%-545.3pp |
| Employer contribution / active EE | $10,370 | $5,256+97.3% | $4,696+120.8% | $4,876+112.7% |
| Participant deferral / active EE | $3,389 | $6,631-48.9% | $6,247-45.8% | $5,439-37.7% |
| Admin fee / account holder | $183 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |