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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 | $36,798 | $150,447-75.5% | $136,298-73.0% | $147,586-75.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.42% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $9,315 | $5,256+77.2% | $4,696+98.4% | $4,876+91.0% |
| Participant deferral / active EE | $8,635 | $6,631+30.2% | $6,247+38.2% | $5,439+58.8% |
| Admin fee / account holder | $126 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |