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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 | $150,442-47.4% | $136,295-42.0% | $147,585-46.4% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 18.08% | 1049.09%-1031.0pp | 5155.97%-5137.9pp | 578.56%-560.5pp |
| Employer contribution / active EE | $1,779 | $5,256-66.2% | $4,695-62.1% | $4,876-63.5% |
| Participant deferral / active EE | $6,590 | $6,630-0.6% | $6,247+5.5% | $5,439+21.2% |
| Admin fee / account holder | $295 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |