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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 | $34,464 | $150,447-77.1% | $136,298-74.7% | $147,586-76.6% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 22.33% | 1049.15%-1026.8pp | 5156.27%-5133.9pp | 578.59%-556.3pp |
| Employer contribution / active EE | $8,008 | $5,256+52.4% | $4,696+70.6% | $4,876+64.2% |
| Participant deferral / active EE | $4,998 | $6,631-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $137 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |