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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 | $54,472 | $150,446-63.8% | $136,297-60.0% | $147,585-63.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.88% | 1049.14%-1033.3pp | 5156.19%-5140.3pp | 578.58%-562.7pp |
| Employer contribution / active EE | $4,018 | $5,256-23.6% | $4,696-14.4% | $4,876-17.6% |
| Participant deferral / active EE | $7,881 | $6,631+18.9% | $6,247+26.2% | $5,439+44.9% |
| Admin fee / account holder | $183 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |