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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 | $38,298 | $150,447-74.5% | $136,298-71.9% | $147,586-74.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.42% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.2pp |
| Employer contribution / active EE | $3,853 | $5,256-26.7% | $4,696-17.9% | $4,876-21.0% |
| Participant deferral / active EE | $4,662 | $6,631-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $260 | $10,906-97.6% | $9,244-97.2% | $10,886-97.6% |