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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 | $131,851 | $150,447-12.4% | $136,298-3.3% | $147,586-10.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.55% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $9,815 | $5,256+86.7% | $4,696+109.0% | $4,876+101.3% |
| Participant deferral / active EE | $7,200 | $6,631+8.6% | $6,247+15.3% | $5,439+32.4% |
| Admin fee / account holder | $6 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |