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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 | $67,418 | $150,442-55.2% | $136,295-50.5% | $147,585-54.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 14.18% | 1049.09%-1034.9pp | 5155.97%-5141.8pp | 578.56%-564.4pp |
| Employer contribution / active EE | $2,265 | $5,256-56.9% | $4,695-51.8% | $4,876-53.5% |
| Participant deferral / active EE | $2,456 | $6,630-63.0% | $6,247-60.7% | $5,439-54.8% |
| Admin fee / account holder | $236 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |