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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 | $49,679 | $150,447-67.0% | $136,298-63.6% | $147,586-66.3% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 21.24% | 1049.15%-1027.9pp | 5156.27%-5135.0pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,880 | $5,256-64.2% | $4,696-60.0% | $4,876-61.4% |
| Participant deferral / active EE | $5,221 | $6,631-21.3% | $6,247-16.4% | $5,439-4.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |