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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 | $58,675 | $171,867-65.9% | $149,721-60.8% | $147,586-60.2% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 19.00% | 2113.36%-2094.4pp | 1501.67%-1482.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $3,493 | $6,275-44.3% | $5,444-35.8% | $4,876-28.4% |
| Participant deferral / active EE | $5,231 | $7,270-28.0% | $6,568-20.4% | $5,439-3.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |