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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 | $97,127 | $150,447-35.4% | $136,298-28.7% | $147,586-34.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 64.30% | 1049.15%-984.9pp | 5156.27%-5092.0pp | 578.59%-514.3pp |
| Employer contribution / active EE | $2,783 | $5,256-47.0% | $4,696-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $4,731 | $6,631-28.6% | $6,247-24.3% | $5,439-13.0% |
| Admin fee / account holder | $28 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |