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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 | $31,289 | $150,447-79.2% | $136,298-77.0% | $147,586-78.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.34% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.3pp |
| Employer contribution / active EE | $3,381 | $5,256-35.7% | $4,696-28.0% | $4,876-30.7% |
| Participant deferral / active EE | $9,007 | $6,631+35.8% | $6,247+44.2% | $5,439+65.6% |
| Admin fee / account holder | $33 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |