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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 | $73,055 | $150,447-51.4% | $136,298-46.4% | $147,586-50.5% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 19.03% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.6pp |
| Employer contribution / active EE | $3,133 | $5,256-40.4% | $4,696-33.3% | $4,876-35.8% |
| Participant deferral / active EE | $6,235 | $6,631-6.0% | $6,247-0.2% | $5,439+14.6% |
| Admin fee / account holder | $50 | $10,906-99.5% | $9,244-99.5% | $10,886-99.5% |