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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 | $99,536 | $150,447-33.8% | $136,298-27.0% | $147,586-32.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.55% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $5,298 | $5,256+0.8% | $4,696+12.8% | $4,876+8.6% |
| Participant deferral / active EE | $10,042 | $6,631+51.4% | $6,247+60.7% | $5,439+84.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |