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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 | $109,960 | $171,867-36.0% | $149,721-26.6% | $147,586-25.5% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 22.59% | 2113.36%-2090.8pp | 1501.67%-1479.1pp | 578.59%-556.0pp |
| Employer contribution / active EE | $3,981 | $6,275-36.6% | $5,444-26.9% | $4,876-18.4% |
| Participant deferral / active EE | $6,874 | $7,270-5.5% | $6,568+4.7% | $5,439+26.4% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |