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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 | $37,107 | $150,442-75.3% | $136,295-72.8% | $147,585-74.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.93% | 1049.09%-1019.2pp | 5155.97%-5126.0pp | 578.56%-548.6pp |
| Employer contribution / active EE | $6,750 | $5,256+28.4% | $4,695+43.7% | $4,876+38.4% |
| Participant deferral / active EE | $11,196 | $6,630+68.9% | $6,247+79.2% | $5,439+105.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |