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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 | $32,377 | $150,447-78.5% | $136,298-76.2% | $147,586-78.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.50% | 1049.15%-1018.7pp | 5156.27%-5125.8pp | 578.59%-548.1pp |
| Employer contribution / active EE | $1,300 | $5,256-75.3% | $4,696-72.3% | $4,876-73.3% |
| Participant deferral / active EE | $13,875 | $6,631+109.3% | $6,247+122.1% | $5,439+155.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |