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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 | $54,806 | $150,442-63.6% | $136,295-59.8% | $147,585-62.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.91% | 1049.09%-1017.2pp | 5155.97%-5124.1pp | 578.56%-546.6pp |
| Employer contribution / active EE | $8,093 | $5,256+54.0% | $4,695+72.3% | $4,876+66.0% |
| Participant deferral / active EE | $9,412 | $6,630+41.9% | $6,247+50.7% | $5,439+73.1% |
| Admin fee / account holder | $53 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |