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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 | $92,477 | $150,442-38.5% | $136,295-32.1% | $147,585-37.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.17% | 1049.09%-1034.9pp | 5155.97%-5141.8pp | 578.56%-564.4pp |
| Employer contribution / active EE | $5,561 | $5,256+5.8% | $4,695+18.4% | $4,876+14.0% |
| Participant deferral / active EE | $2,459 | $6,630-62.9% | $6,247-60.6% | $5,439-54.8% |
| Admin fee / account holder | $121 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |