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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 | $133,543 | $150,447-11.2% | $136,298-2.0% | $147,586-9.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.59% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $12,052 | $5,256+129.3% | $4,696+156.7% | $4,876+147.1% |
| Participant deferral / active EE | $6,243 | $6,631-5.8% | $6,247-0.1% | $5,439+14.8% |
| Admin fee / account holder | $97 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |