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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 | $34,530 | $150,446-77.0% | $136,297-74.7% | $147,585-76.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.15% | 1049.14%-1029.0pp | 5156.19%-5136.0pp | 578.58%-558.4pp |
| Employer contribution / active EE | $8,552 | $5,256+62.7% | $4,696+82.1% | $4,876+75.4% |
| Participant deferral / active EE | $16,030 | $6,631+141.8% | $6,247+156.6% | $5,439+194.7% |
| Admin fee / account holder | $107 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |