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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 | $89,902 | $150,447-40.2% | $136,298-34.0% | $147,586-39.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.44% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $3,275 | $5,256-37.7% | $4,696-30.2% | $4,876-32.8% |
| Participant deferral / active EE | $9,453 | $6,631+42.6% | $6,247+51.3% | $5,439+73.8% |
| Admin fee / account holder | $156 | $10,906-98.6% | $9,244-98.3% | $10,886-98.6% |