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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 | $126,086 | $150,447-16.2% | $136,298-7.5% | $147,586-14.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.63% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,141 | $5,256-21.2% | $4,696-11.8% | $4,876-15.1% |
| Participant deferral / active EE | $5,695 | $6,631-14.1% | $6,247-8.8% | $5,439+4.7% |
| Admin fee / account holder | $271 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |