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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 | $49,950 | $171,867-70.9% | $149,718-66.6% | $147,585-66.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.07% | 2113.36%-2097.3pp | 1501.70%-1485.6pp | 578.57%-562.5pp |
| Employer contribution / active EE | $18,182 | $6,275+189.8% | $5,444+234.0% | $4,876+272.9% |
| Participant deferral / active EE | $9,902 | $7,270+36.2% | $6,568+50.8% | $5,439+82.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |