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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 | $71,651 | $150,447-52.4% | $136,298-47.4% | $147,586-51.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.68% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $12,872 | $5,256+144.9% | $4,696+174.1% | $4,876+164.0% |
| Participant deferral / active EE | $8,401 | $6,631+26.7% | $6,247+34.5% | $5,439+54.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |