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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 | $88,156 | $171,867-48.7% | $149,721-41.1% | $147,586-40.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.44% | 2113.36%-2091.9pp | 1501.67%-1480.2pp | 578.59%-557.1pp |
| Employer contribution / active EE | $12,583 | $6,275+100.5% | $5,444+131.1% | $4,876+158.0% |
| Participant deferral / active EE | $11,012 | $7,270+51.5% | $6,568+67.7% | $5,439+102.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |