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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 | $99,946 | $150,446-33.6% | $136,297-26.7% | $147,585-32.3% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 16.73% | 1049.14%-1032.4pp | 5156.19%-5139.5pp | 578.58%-561.9pp |
| Employer contribution / active EE | $1,926 | $5,256-63.4% | $4,696-59.0% | $4,876-60.5% |
| Participant deferral / active EE | $6,840 | $6,631+3.2% | $6,247+9.5% | $5,439+25.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |