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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 | $50,167 | $150,442-66.7% | $136,295-63.2% | $147,585-66.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.43% | 1049.09%-1030.7pp | 5155.97%-5137.5pp | 578.56%-560.1pp |
| Employer contribution / active EE | $1,644 | $5,256-68.7% | $4,695-65.0% | $4,876-66.3% |
| Participant deferral / active EE | $10,448 | $6,630+57.6% | $6,247+67.2% | $5,439+92.1% |
| Admin fee / account holder | $259 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |