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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 | $81,528 | $72,396+12.6% | $67,511+20.8% | $145,959-44.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.61% | 7194.07%-7174.5pp | 3517.41%-3497.8pp | 561.95%-542.3pp |
| Employer contribution / active EE | $10,552 | $3,071+243.6% | $2,733+286.1% | $4,661+126.4% |
| Participant deferral / active EE | $7,625 | $4,781+59.5% | $4,000+90.6% | $6,689+14.0% |
| Admin fee / account holder | $20 | $5,538-99.6% | $3,999-99.5% | $13,398-99.9% |