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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 | $45,485 | $150,442-69.8% | $136,295-66.6% | $147,585-69.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.64% | 1049.09%-1038.4pp | 5155.97%-5145.3pp | 578.56%-567.9pp |
| Employer contribution / active EE | $2,648 | $5,256-49.6% | $4,695-43.6% | $4,876-45.7% |
| Participant deferral / active EE | $14,842 | $6,630+123.8% | $6,247+137.6% | $5,439+172.9% |
| Admin fee / account holder | $63 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |