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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 | $145,343 | $171,867-15.4% | $149,721-2.9% | $147,586-1.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.59% | 2113.36%-2092.8pp | 1501.67%-1481.1pp | 578.59%-558.0pp |
| Employer contribution / active EE | $3,579 | $6,275-43.0% | $5,444-34.3% | $4,876-26.6% |
| Participant deferral / active EE | $13,020 | $7,270+79.1% | $6,568+98.2% | $5,439+139.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |