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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 | $118,635 | $150,447-21.1% | $136,298-13.0% | $147,586-19.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 129.33% | 1049.15%-919.8pp | 5156.27%-5026.9pp | 578.59%-449.3pp |
| Employer contribution / active EE | $9,966 | $5,256+89.6% | $4,696+112.2% | $4,876+104.4% |
| Participant deferral / active EE | $10,850 | $6,631+63.6% | $6,247+73.7% | $5,439+99.5% |
| Admin fee / account holder | $53 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |