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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 | $163,065 | $150,446+8.4% | $136,297+19.6% | $147,585+10.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.79% | 1049.14%-1027.4pp | 5156.19%-5134.4pp | 578.58%-556.8pp |
| Employer contribution / active EE | $2,600 | $5,256-50.5% | $4,696-44.6% | $4,876-46.7% |
| Participant deferral / active EE | $3,500 | $6,631-47.2% | $6,247-44.0% | $5,439-35.6% |
| Admin fee / account holder | $152 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |