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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 | $116,182 | $150,447-22.8% | $136,298-14.8% | $147,586-21.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.67% | 1049.15%-1023.5pp | 5156.27%-5130.6pp | 578.59%-552.9pp |
| Employer contribution / active EE | $7,416 | $5,256+41.1% | $4,696+57.9% | $4,876+52.1% |
| Participant deferral / active EE | $10,075 | $6,631+51.9% | $6,247+61.3% | $5,439+85.3% |
| Admin fee / account holder | $133 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |