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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 | $48,955 | $150,447-67.5% | $136,298-64.1% | $147,586-66.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.82% | 1049.15%-1029.3pp | 5156.27%-5136.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,595 | $5,256-50.6% | $4,696-44.7% | $4,876-46.8% |
| Participant deferral / active EE | $10,225 | $6,631+54.2% | $6,247+63.7% | $5,439+88.0% |
| Admin fee / account holder | $131 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |