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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 | $40,773 | $150,446-72.9% | $136,297-70.1% | $147,585-72.4% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 15.52% | 1049.14%-1033.6pp | 5156.19%-5140.7pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,670 | $6,631-44.7% | $6,247-41.3% | $5,439-32.5% |
| Admin fee / account holder | $300 | $10,906-97.3% | $9,244-96.8% | $10,886-97.2% |