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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 | $45,778 | $150,442-69.6% | $136,295-66.4% | $147,585-69.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.53% | 1049.09%-1032.6pp | 5155.97%-5139.4pp | 578.56%-562.0pp |
| Employer contribution / active EE | $5,910 | $5,256+12.4% | $4,695+25.9% | $4,876+21.2% |
| Participant deferral / active EE | $10,331 | $6,630+55.8% | $6,247+65.4% | $5,439+90.0% |
| Admin fee / account holder | $193 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |