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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 | $71,847 | $150,447-52.2% | $136,298-47.3% | $147,586-51.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.29% | 1049.15%-1018.9pp | 5156.27%-5126.0pp | 578.59%-548.3pp |
| Employer contribution / active EE | $5,671 | $5,256+7.9% | $4,696+20.8% | $4,876+16.3% |
| Participant deferral / active EE | $8,672 | $6,631+30.8% | $6,247+38.8% | $5,439+59.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |