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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 | $42,987 | $150,447-71.4% | $136,298-68.5% | $147,586-70.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.28% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $2,300 | $5,256-56.2% | $4,696-51.0% | $4,876-52.8% |
| Participant deferral / active EE | $5,174 | $6,631-22.0% | $6,247-17.2% | $5,439-4.9% |
| Admin fee / account holder | $38 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |