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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 | $69,969 | $171,867-59.3% | $149,721-53.3% | $147,586-52.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.12% | 2113.36%-2100.2pp | 1501.67%-1488.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $13,616 | $6,275+117.0% | $5,444+150.1% | $4,876+179.2% |
| Participant deferral / active EE | $7,308 | $7,270+0.5% | $6,568+11.3% | $5,439+34.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |