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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 | $36,483 | $150,447-75.8% | $136,298-73.2% | $147,586-75.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.39% | 1049.15%-1015.8pp | 5156.27%-5122.9pp | 578.59%-545.2pp |
| Employer contribution / active EE | $5,793 | $5,256+10.2% | $4,696+23.4% | $4,876+18.8% |
| Participant deferral / active EE | $12,888 | $6,631+94.4% | $6,247+106.3% | $5,439+137.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |