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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 | $36,508 | $150,446-75.7% | $136,297-73.2% | $147,585-75.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.18% | 1049.14%-1017.0pp | 5156.19%-5124.0pp | 578.58%-546.4pp |
| Employer contribution / active EE | $3,121 | $5,256-40.6% | $4,696-33.5% | $4,876-36.0% |
| Participant deferral / active EE | $13,465 | $6,631+103.1% | $6,247+115.5% | $5,439+147.6% |
| Admin fee / account holder | $57 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |