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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 | $62,374 | $150,447-58.5% | $136,298-54.2% | $147,586-57.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 37.08% | 1049.15%-1012.1pp | 5156.27%-5119.2pp | 578.59%-541.5pp |
| Employer contribution / active EE | $8,193 | $5,256+55.9% | $4,696+74.5% | $4,876+68.0% |
| Participant deferral / active EE | $8,319 | $6,631+25.5% | $6,247+33.2% | $5,439+53.0% |
| Admin fee / account holder | $233 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |