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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 | $40,324 | $150,447-73.2% | $136,298-70.4% | $147,586-72.7% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 25.45% | 1049.15%-1023.7pp | 5156.27%-5130.8pp | 578.59%-553.1pp |
| Employer contribution / active EE | $3,282 | $5,256-37.6% | $4,696-30.1% | $4,876-32.7% |
| Participant deferral / active EE | $6,959 | $6,631+4.9% | $6,247+11.4% | $5,439+27.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |