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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 | $52,394 | $150,447-65.2% | $136,298-61.6% | $147,586-64.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 40.42% | 1049.15%-1008.7pp | 5156.27%-5115.9pp | 578.59%-538.2pp |
| Employer contribution / active EE | $17,095 | $5,256+225.2% | $4,696+264.1% | $4,876+250.6% |
| Participant deferral / active EE | $13,382 | $6,631+101.8% | $6,247+114.2% | $5,439+146.1% |
| Admin fee / account holder | $85 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |