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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 | $112,946 | $150,447-24.9% | $136,298-17.1% | $147,586-23.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.20% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $4,040 | $5,256-23.1% | $4,696-14.0% | $4,876-17.1% |
| Participant deferral / active EE | $12,048 | $6,631+81.7% | $6,247+92.9% | $5,439+121.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |