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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 | $48,673 | $150,442-67.6% | $136,295-64.3% | $147,585-67.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.63% | 1049.09%-1030.5pp | 5155.97%-5137.3pp | 578.56%-559.9pp |
| Employer contribution / active EE | $13,354 | $5,256+154.1% | $4,695+184.4% | $4,876+173.9% |
| Participant deferral / active EE | $11,332 | $6,630+70.9% | $6,247+81.4% | $5,439+108.4% |
| Admin fee / account holder | $2 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |