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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 | $100,832 | $150,446-33.0% | $136,297-26.0% | $147,585-31.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 1049.14%-1033.0pp | 5156.19%-5140.0pp | 578.58%-562.4pp |
| Employer contribution / active EE | $3,694 | $5,256-29.7% | $4,696-21.3% | $4,876-24.3% |
| Participant deferral / active EE | $7,389 | $6,631+11.4% | $6,247+18.3% | $5,439+35.9% |
| Admin fee / account holder | $144 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |