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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 | $79,077 | $150,447-47.4% | $136,298-42.0% | $147,586-46.4% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 18.08% | 1049.15%-1031.1pp | 5156.27%-5138.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,779 | $5,256-66.2% | $4,696-62.1% | $4,876-63.5% |
| Participant deferral / active EE | $6,590 | $6,631-0.6% | $6,247+5.5% | $5,439+21.2% |
| Admin fee / account holder | $295 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |