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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 | $99,900 | $150,446-33.6% | $136,297-26.7% | $147,585-32.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.58% | 1049.14%-1036.6pp | 5156.19%-5143.6pp | 578.58%-566.0pp |
| Employer contribution / active EE | $1,500 | $5,256-71.5% | $4,696-68.1% | $4,876-69.3% |
| Participant deferral / active EE | $5,221 | $6,631-21.3% | $6,247-16.4% | $5,439-4.0% |
| Admin fee / account holder | $97 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |