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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 | $57,162 | $171,867-66.7% | $149,721-61.8% | $147,586-61.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.77% | 2113.36%-2102.6pp | 1501.67%-1490.9pp | 578.59%-567.8pp |
| Employer contribution / active EE | $20,218 | $6,275+222.2% | $5,444+271.4% | $4,876+314.6% |
| Participant deferral / active EE | $9,154 | $7,270+25.9% | $6,568+39.4% | $5,439+68.3% |
| Admin fee / account holder | $8 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |