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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 | $73,880 | $176,688-58.2% | $130,660-43.5% | $152,909-51.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 10.89% | 2693.08%-2682.2pp | 1709.29%-1698.4pp | 345.46%-334.6pp |
| Employer contribution / active EE | $11,984 | $5,743+108.7% | $4,092+192.9% | $4,764+151.6% |
| Participant deferral / active EE | $12,867 | $4,362+195.0% | $3,603+257.1% | $5,851+119.9% |
| Admin fee / account holder | $119 | $7,131-98.3% | $5,463-97.8% | $11,601-99.0% |