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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 | $34,332 | $150,446-77.2% | $136,297-74.8% | $147,585-76.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.30% | 1049.14%-1031.8pp | 5156.19%-5138.9pp | 578.58%-561.3pp |
| Employer contribution / active EE | $24,895 | $5,256+373.6% | $4,696+430.2% | $4,876+410.5% |
| Participant deferral / active EE | $10,326 | $6,631+55.7% | $6,247+65.3% | $5,439+89.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |