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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 | $105,526 | $150,447-29.9% | $136,298-22.6% | $147,586-28.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.27% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,341 | $5,256-17.4% | $4,696-7.6% | $4,876-11.0% |
| Participant deferral / active EE | $18,256 | $6,631+175.3% | $6,247+192.2% | $5,439+235.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |