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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 | $33,059 | $150,447-78.0% | $136,298-75.7% | $147,586-77.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 60.71% | 1049.15%-988.4pp | 5156.27%-5095.6pp | 578.59%-517.9pp |
| Employer contribution / active EE | $8,475 | $5,256+61.2% | $4,696+80.5% | $4,876+73.8% |
| Participant deferral / active EE | $9,820 | $6,631+48.1% | $6,247+57.2% | $5,439+80.6% |
| Admin fee / account holder | $178 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |