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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 | $41,247 | $150,447-72.6% | $136,298-69.7% | $147,586-72.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.33% | 1049.15%-1026.8pp | 5156.27%-5133.9pp | 578.59%-556.3pp |
| Employer contribution / active EE | $2,776 | $5,256-47.2% | $4,696-40.9% | $4,876-43.1% |
| Participant deferral / active EE | $6,280 | $6,631-5.3% | $6,247+0.5% | $5,439+15.5% |
| Admin fee / account holder | $146 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |